Invesco Asia Pacific Head of Investment Solutions Client Director: AI Infrastructure Holds Investment Opportunities

On October 17, at the "Global Wealth Management Forum 2026 Shanghai Suhewan Conference" held in Shanghai, Christopher Hamilton, Head of Client Solutions, Asia Pacific at Invesco, emphasized that the investment approaches that worked well over the past decade may not be sufficient for the next decade. Investors may need to broaden their opportunity set, diversify their sources of return, and build portfolios in a more integrated manner. Hamilton cautioned that gold may attract more attention when market focus on the purchasing power of money, sovereign credit, or the stability of the financial system rises. Geopolitical uncertainty and the need for reserve diversification may also influence the asset allocation choices of some institutional investors. Therefore, gold's performance is not solely driven by inflation or commodity prices; it may also reflect the market's comprehensive assessment of factors such as the monetary system, real interest rates, and risk sentiment. Hamilton said that the long-term impact of artificial intelligence may extend beyond the technology sector, and fields such as infrastructure, utilities, energy, and industrial supply chains may also be affected by its development and capital expenditure needs. Artificial intelligence is a digital transformation that requires physical infrastructure to support it.