Invesco Global Sovereign Asset Management Study 2021
With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout our sovereign study. This includes an examination of adjustments made in response to the crisis and the impact on long-term trends, including rising allocations to illiquid private markets and interest in China.
Our study covers 141 institutions from all over the world, and paints the clearest picture yet of the global state of the market, and what the future of sovereign wealth could look like.
We spoke face to face (video) with chief investment officers, portfolio strategists and heads of asset classes at 82 Sovereign funds and 59 central banks, representing USD19 trillion.* The study unearthed some unexpected perspectives and findings that should spark debate on the best ways forward for our industry.
Explore five key themes:
- Liquidity in focus as Covid-19 leads sovereigns to face drawdowns and double cash reserves
- Pandemic catalyses ESG adoption while impact investments grow in importance
- Sovereigns return to China as Covid-19 threat abates, though geopolitical risks remain
- Real estate still on solid ground, with climate change risk the primary concern
- Central banks refocus on risk with larger, more diversified and more liquid reserves
Inform your thinking
This is a one-of-a-kind study thanks to the breadth of sovereigns we talked to and the depth of data collected. Visit our Invesco Global Sovereign Asset Management Study microsite today and hear from the people shaping our industry’s future. The microsite also features related insights and previous years’ studies.
Footnotes
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* Invesco Global Sovereign Asset Management Study as at 31 March 2021.
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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This document is intended only for Professional Clients in Switzerland.
This document is for information purposes only and is not an offering. It is not intended for and should not be distributed to, or relied upon by members of the public. Circulation, disclosure, or dissemination of all or any part of this material to any unauthorised persons is prohibited.
The document contains general information only and does not take into account individual objectives, taxation position or financial needs. Nor does this constitute a recommendation of the suitability of any investment strategy for a particular investor. This is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. While great care has been taken to ensure that the information contained herein is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. You may only reproduce, circulate and use this document (or any part of it) with the consent of Invesco.
All data provided by Invesco as at 31 March 2021 unless otherwise stated.
This document is issued in: Switzerland by Invesco Asset Management (Schweiz) AG, Talacker 34, CH-8001 Zurich, Switzerland.
