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Emerging markets are losing their attraction for family offices
新兴市场对家族理财室的吸引力正在减弱

Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks
新兴市场表现不佳、地缘政治风险和外汇波动促使投资者追求美国大盘股。

The change in focus at the Fund Forum in Monaco last month was striking. At previous gatherings, the audience of European asset and wealth managers listened to panels highlighting ESG investments and emerging markets. But, in 2024, these once in-vogue topics have been replaced by geopolitics and artificial intelligence.

上个月在摩纳哥举行的基金论坛(Fund Forum)上,焦点发生了惊人的变化。在前几次论坛上,由欧洲的资产和财富管理公司组成的听众聆听了以环境、社会和治理(ESG)投资以及新兴市场为重点的专题讨论。但在2024年,这些曾经流行的话题已被地缘政治和人工智能所取代。

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