Sun, May 31, 2020
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Investors pivot to private assets as geopolitical tensions increase Schroders finds

Tuesday, October 01, 2019

Bailey McCann, Opalesque New York:

Institutional investors are pivoting to private assets as increasing geopolitical tension and fear of a global economic slowdown soar, according to Schroders Institutional Investor Study.

The study - which surveyed 650 institutional investors encompassing approximately $25.4 trillion in assets - has identified a growing apprehension among investors amid a backdrop of increasing macroeconomic uncertainty.

Brexit leads concerns for investors. 52% said that events like Brexit and the trade ward could impact portfolio performance over the next 12 months. This is a marked increase from a year prior when 44% of investors reported similar concerns.

Over a third of investors (37%) cited a global economic slowdown as the biggest concern, up from 27% in last year's survey. Global growth has already started to slow heading into the back half of the year. The trade war could put additional pressure on world markets if new tariffs are put in place.

In contrast, factors previously thought to be very influential - such as monetary policy tapering, regulation and the risk of cyber-attacks - have all steadily decreased in importance over the past 12 months.

The wall of worry is driving investors to consider rebalancing. Just a third of investors (29%) are holding their investments for the next 3-5 years, with only 10% remaining invested for a full cycle. This comes as more than half (53%) of investors stated that there is a......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Tiger Global tops the list US-based venture capital market[more]

    Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than

  2. Study: Emerging market bond issuers take hit as global recession deepens, The coronavirus pandemic could cost the global economy a nightmarish $82tn over 5 years, a Cambridge study warns[more]

    Emerging market bond issuers take hit as global recession deepens Increasing credit stress evident amongst many high-yield EM non-financial corporates as coronavirus disruption takes its toll, says Moody's. 74 out of 106 rated EM sovereigns have a stable outlook as of 30 April 2020 (compa

  3. Investing: Singer bets on Europe, emerging markets, Britain's unhealthy appetite for financial risk in essential services, How Stan Druckenmiller shook up his portfolio[more]

    Singer bets on Europe, emerging markets From Investment Magazine: William Blair's Brian Singer is looking to invest in Europe and the emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in.

  4. PE/VC: How Covid-19 could reshape private equity fundraising, The private equity bet that coronavirus cut short[more]

    How Covid-19 could reshape private equity fundraising From Asian Investor: The pandemic looks may have led to greater use of remote capital-raising but might it also encourage investors to establish more overseas offices? The coronavirus outbreak has inevitably hit the amount of mo

  5. Investing: Millennium hedge fund ups bet against Bank of Ireland, Value rotation was the last thing big funds thought would happen, Al Gore's firm sold Amazon and Microsoft stock. Here's what it bought.[more]

    Millennium hedge fund ups bet against Bank of Ireland From Independent: US hedge fund Millennium International Management has raised its bet against Bank of Ireland's shares. It comes as Davy says 2020 will be a write-off for banks, with losses across Irish lenders of €4bn. M