Marsh: Asset owners rebalance portfolios for geopolitical, inflation risks - Alternatives Watch
Why now
Thesis: Asset owners rebalancing for geopolitical and inflation risk shifts flows.
Catalyst to watch: Inflation data or geopolitical escalation.
Main risk: Volatile cross-asset flows.
Why it matters
Asset owners rebalancing for geopolitical and inflation risk can shift flows across bonds, gold and equities.
Related assets & topics
InflationInstitutional FlowsGoldTreasury BondsSources
- googlenews · news.google.com · 2026-09-21 17:18 UTC
- googlenews · news.google.com · 2026-09-21 17:18 UTC