In uncertain times, asset owners may not necessarily be looking for new allocation opportunities from investment managers, says Jahangir Aka, founder of Aka & Associates.

He says when asset owners experience geopolitical shocks, these institutional investors would first inspect their portfolios’ resilience. “They need to go and figure out what cracks there are in the foundation. They’re not worrying about rebuilding a new roof or redecorating right now.”

Read: Iran conflict impacting oil prices, testing geopolitics as investment macro driver: expert

Aka is the co-author of a report that argues while geopolitical shocks rarely lead to immediate........

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