Stefan Hofer Report: LGT’s Stefan Hofer urges shift from traditional assets amid global uncertainty
As global markets face the dual pressures of trade tensions and economic unpredictability, Non-Resident Indians (NRIs) are increasingly seeking alternative strategies to safeguard their wealth. In the latest edition of ETMarkets NRI Talk, Stefan Hofer, Chief Investment Strategist at LGT Private Banking Asia Pacific, offers timely insights on asset protection in turbulent times, reported economictimes.indiatimes.com.
Gold, euro, and private markets offer stability in an era of volatility
With the new US tariff regime recently taking effect and hard economic data still pending, investors are left navigating without clear signals.
In such a climate, Hofer warns that long-standing safe havens like the US dollar and equities may no longer provide the same level of protection.
Alternative assets gaining traction for globally diversified portfolios
Hofer advises NRIs to consider rebalancing their portfolios by integrating gold, euro-denominated assets, and private market investments.
These options, he says, offer greater resilience and long-term value in the face of geopolitical uncertainty, currency risk, and market instability.
“Gold acts as a hedge against inflation and currency devaluation, while the euro offers geographic diversification. Private markets, though less liquid, offer potentially higher returns and are less exposed to short-term market shocks,” Hofer noted during the discussion.
The shift away from traditional vehicles is not just tactical, but strategic—reflecting a broader trend of wealth preservation through alternative investments that offer reduced correlation to public markets.