Global Integration and Asset Allocation Strategies

As a senior portfolio manager for a global asset management firm, you are developing an integrated asset allocation strategy for a new client looking to diversify investments across various geographies. The client is particularly concerned about the impact of geopolitical risks on their portfolio and wants to understand how global integration could mitigate these risks. Your analysis focuses on the potential benefits of investing in emerging markets compared to developed markets. Based on your assessment, you prepare a report outlining the implications of globalization on asset classes and investment risks.