Sovereign Funds Move Away from Dollar: New Routes in Energy, AI, and Real Assets

According to comprehensive research by Invesco, sovereign wealth funds and central banks managing a total of $29 trillion in assets are fundamentally shifting their investment strategies due to rising geopolitical risks and global uncertainties. The report indicates that these major investors are moving away from the dollar and turning toward energy infrastructure, artificial intelligence, and real assets. The research reveals rapidly growing concerns about the dollar's position as a global reserve currency. Major funds are diversifying their portfolios against this erosion of dollar dominance. Sectors with high growth potential, particularly energy infrastructure and artificial intelligence, are among the new focal points for these funds. The increased interest in real assets is seen as a reflection of the search for protection against inflation and geopolitical risks. Sovereign wealth funds are emphasizing such tangible investments in line with their long-term return objectives. The report emphasizes that this trend will become even more pronounced in the coming period. This is not investment advice.