Maher Nicolas Firzli co-chaired the 2024 Singapore Economic Forum (SEF) & G20 Pensions Investment Roundtable (GPiR) alongside the Hon. Nick Sherrry, TWUSuper, Dr. Iuliia Shpak and Dr. Guan-Seng Khoo, EU ASEAN Centre. In this exclusive interview with Asharq News with Bloomberg held at the opening of the Singapore Forum, M.N. Firzli discusses the “changed geo-financial reality pension investors face as we enter a new era in the world’s economic history” …

The recent PAG saga may serve as a cautionary tale: “it is a new axiom that asset class risk and country attractiveness are in the eye of the beholder”. Put simply, going forward, state pension schemes in the United States and Arabian Gulf sovereign funds may further diverge in their respective assessments of risk(s), liquidity and expected returns — notably when it comes to certain geographies (China, North Africa, Eastern Europe… etc.) and sectors (mining, oil & gas, defense industry)

Such differences in investment views are actually a sign of financial maturity in and on themselves: “to operate efficiently markets need to have large institutional investors who are ready to buy when others are eager to sell”

https://now.asharq.com/clip/الفرزلي-المنافسة-المتسارعة-بين-أميركا-والصين-تتجاوز-العامل-الجيوسياسي