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Alternative Market Briefing

Investors are upbeat about alternatives as the prepare for more market volatility

Wednesday, May 01, 2019

Bailey McCann, Opalesque New York:

The 2019 Context Allocator Trends Report revealed strong demand for alternative investment strategies, with 72 percent of respondents noting they are optimistic about the industry and 97 percent planning to increase or maintain their net positions in alternatives by the end of the year. The report is based on responses from nearly 450 institutional allocators in attendance at Context Summits Miami 2019.

Allocators continued to show consistent support for emerging managers, with 57 percent saying they favor new managers, defined as those with less than a three-year track record or less than $300 million in assets under management, over more established managers. That figure tracks closely to the 60 percent of investors who had the same sentiment in 2018 and is a number that has remained remarkably steady over the past few years.

When ranking what topics keep them up at night, allocators agreed geopolitical risks worry them the most, followed by market volatility and the threat of trade wars. In contrast, allocators were less immediately concerned about climate change and the threat of military conflict. Overall, the majority (63 percent) of allocators believe the market in 2019 will perform better than in 2018, when the S&P 500 dropped by 6.24 percent.

While investors varied widely in how strongly ESG issues factored into their investment process, more than half of allocators (58 percent) said that they looked at ESG issues wh......................

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