CIO投资智库&新加坡银行：2025年超级趋势报告：重构投资组合 重绘全球图景（英文版）（27页）.pdf

1、ADMISSION PASS SINGAPORE2025 Supertrends:Rethinking Portfolios,Reimagining the World3rd editionCIO Investment Institute232025 SUPERTRENDS:RETHINKING PORTFOLIO,REIMAGING THE WORLD2025 SUPERTRENDS:RETHINKING PORTFOLIO,REIMAGING THE WORLD12Robust Asset Allocation28Search for SecurityThe global order fa

2、ces seismic shifts catalysed by the Trump administration.This crucible of change heralds the start of a global shiftaway from the US-led order of free markets,free trade and globalisation.Since Bank of Singapores Chief Investment Office(CIO)convened our inaugural Global Advisory Council(CIO GAC)in 2

3、024,our focus on thought leadership as the centrepiece of our work has yielded a widespread acknowledgement that thought leadership is a global effort.More than ever,this platform allows for the diverse perspectives of our Council members from think tanks to leading investment firms to augment presc

4、ient CIO investment insights for our clients at Bank of Singapore as they build long-term portfolios,for every generation.Together,the complementary views of the CIO and our esteemed GAC council members are presented in this latest“2025 Supertrends”report.Over the next five years,these five key Supe

5、rtrends covering geopolitics,macroeconomics,asset allocation,technology,environment and demographics,will guide investors and businesses:i.Changing World Order Borders and Barriersii.Robust Asset Allocationiii.The Intelligence Economy AI iv.Search for Securityv.Living 2.0 People and PlacesFragmentat

6、ion in the world order,where multilateralism and globalisation may no longer be basic tenets,implies that coalitions and alliances will be founded instead on common interests and agenda.Since“Liberation Day”,US President Trumps threat of punitive tariffs regimes has sparked formation of a complex we