Senior speakers at the Milken Asia Summit outlined the importance of the US rebuilding alliances as it looks to reset its frosty relationship with China under a Biden administration.
The largest-ever turnout in a US presidential election has led Joe Biden to overthrow Donald Trump. Fund managers and other industry experts offer views on the investment implications.
One week away from the US presidential election, investors and experts believe a likely Biden victory would mean more negotiation and potentially a weaker US dollar.
Pent-up demand among Korean asset owners for overseas property is resulting in a rush for logistics deals, but there is less interest in office assets, even in prime locations.
US asset owners seeking diversification and returns in a low-yield environment will find it hard to disregard Chinese deals such as the mega Chinese IPO, despite political tensions.
Tactical global investors are anticipating a possible unwinding of the trend of US equities outperforming the rest of the world, amid speculation that the dollar will weaken further.