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Alternative Market Briefing

Institutional Investors back alternatives heading into 2020

Wednesday, January 22, 2020

Bailey McCann, Opalesque New York:

Institutional investors are backing alternatives heading into 2020. According to the newly released Eaton Partners LP Pulse Survey, 72% of institutional investors expect alternative assets to meet or exceed their benchmarks this year. More than half (52%) also described their 2019 portfolio performance as better than anticipated.

Peter Martenson, a partner at Eaton Partners says that he expects institutional investors will continue to pivot toward defensive strategies. "Investors will pick and choose their spots, so it is vital that fund managers be able to differentiate themselves effectively," he said noting that investors are looking for uncorrelated sources of return.

Many investors were planning for the possibility of a recession in 2020, but as stocks climb to new records outlooks have improved. Nearly six in ten respondents (59%) believe the strongest risk-adjusted returns will be found in North America. Worries over the trade war have given way to renewed concerns over valuations. Despite that, private equity remains a top choice for new allocations. More than half of those surveyed (57%) expect to allocate the most capital to private equity strategies in 2020 compared to real assets (20%), private credit (12%), or hedge funds (11%).

Investors also weighed in on the presidential campaign trail. 68% of investors said they were concerned about the anti-private equity rhetoric coming from presidential candidates. It&#......................

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