As Global Tensions Rise, Capital Looks to Australia’s Paddocks

10 April 2025

Amid rising geopolitical tensions, increasing economic fragmentation, and mounting uncertainty surrounding future U.S. trade policy, institutional investors are re-evaluating their capital allocation strategies. Market analysts are noting a significant shift in mindset—one that prioritises resilience, access to critical resources, and greater investment in tangible assets that offer long-term value and security.

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