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Alternative Market Briefing

Investment managers optimistic about 2014

Tuesday, February 25, 2014

Bailey McCann, Opalesque New York:

Fund managers are more optimistic about the prospects for 2014 even if they are slightly concerned about world growth, and medium-term government bonds according to new research from Towers Watson. Their latest survey of investment managers shows that they are most focused on government intervention, inflation, and macroeconomic conditions this year.

The global survey, including responses from 128 investment managers showed that almost half (44%) of managers believe that the investment strategies of their institutional clients will become more aggressive next year, up from a third of managers in 2013. During the next five years, the majority of managers expect the world’s largest economies to experience mild growth, with the exception of the Eurozone where they expect unemployment to remain in the low double digits in the short term and at a relatively high 9.5% in the medium term.

In contrast to last year, managers expect better equity returns this year in most markets with the exception of the US and China. They expect equity markets in 2014 to deliver returns of 6.9% in the U.S. (compared to 7.0% in 2013); 7.0% in the U.K. (6.0%); 8.1% in the Euro zone (7.0%); 6.4% in Australia (6.0%); 7.3% in Japan (6.0%); and 8.4% in China (10.0%).

In a significant shift from previous years’ studies, real GDP growth expectations for 2014 are now showing an upward trend and range from just above 1% in the Euro zone (0% in 2013) to 7.0% i......................

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