Family offices plan to reduce U.S. investments and shift to emerging markets amid de-dollarization trend
By
Robert Frank
Toasted just enough. A reliable bake, gently seasoned.
Summary
A UBS Global Family Office Report reveals that 60% of family offices plan major portfolio changes in the next year, with many reducing U.S. holdings and shifting investments to emerging markets like Latin America. This "de-dollarization" trend is driven by fears of an AI bubble, tariffs, a falling dollar, volatile economic policies, and rising U.S. debt. North America is the only region where family offices plan to decrease their allocation over the next 12 months.
Key quotes
· 3 pulledFully 60% of family offices plan to make strategic changes to their investment allocation in the next year – about twice the level of the past five years
North America is the only region where family offices plan to reduce their allocation in the next 12 months
They plan to add in Latin America
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