Happy to pass along information about the OMFIF's "Global Public Investor 2026" Report. They note: "For the 13th edition of the report in 2026, we address key questions including: how will the interest rate outlook shape fixed income portfolios? Will the dollar retain its dominant role in global reserves? Are central banks set to diversify further into other currencies and asset classes, including gold, equities, green bonds and digital assets? And how are technology and artificial intelligence beginning to influence reserve management operations?" (here). Their Press Release explains:
Investing amid shifting tides
Every year, OMFIF’s Global Public Investor captures a moment in the evolution of official investment, with some years defined by a single shock and others by a turning point in markets. This year’s report is different because it points to something more durable: a world in which volatility is no longer a phase to get through, but a condition to be managed.
The title of this year’s report, ‘Riding the wave’, reflects that shift. Public investors are not standing still, but neither are they making reckless moves. Instead, they are adjusting cautiously, testing new tools, diversifying where possible and holding on to the principles that have always defined official investment on safety, liquidity and long-term value. (emphasis supplied)
Some "sneak peaks":
SNEAK PEEK OF KEY FINDINGS
For the first time in the GPI series, more central banks plan to decrease their dollar holdings than increase over the next 10 years
82% of central banks hold physical gold
89% of developed economy central banks report some form of artificial intelligence implementation, compared with 44% of emerging market peers.
For public funds, the US and China are the most attractive developed and emerging markets, driven by leadership in AI.
Registration for the 30 June launch may be accessed HERE.
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