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Alternative Market Briefing

Institutional investors keep positive outlook despite Ukraine war

Friday, May 20, 2022

Laxman Pai, Opalesque Asia:

The war in Ukraine has added continued volatility to emerging markets' fixed-income assets, according to a new survey of 342 institutions.

According to a study published by Vontobel Asset Management, whilst institutional investors globally are wary of the war's market and economic impacts, they remain optimistic for the months ahead.

Vontobel surveyed institutional investors and discretionary wealth managers globally in North America, Europe, and Asia-Pacific during the first quarter of 2022. According to the survey, 72% of institutional investors across the globe were optimistic about GDP growth, inflation, and bond yield premiums in European emerging markets before Russia invaded Ukraine.

However, among responses received after the invasion, only 55% of institutional investors were optimistic, the report said.

Despite decreased optimism around European emerging markets, emerging markets as a whole are appealing to institutions. More than half (65%) of Canadian institutional investors report that they plan to increase (somewhat or substantially) their asset allocations to emerging markets fixed income over the next 24 months.

"Despite market and geopolitical headwinds, Canadian institutional investors find that emerging markets fixed-income investments provide both the liquidity and diversification that they need to find attractive returns," said Simon Lue-Fong, Head of the Fixed Income Boutique at Vontobel. "Emerging mark......................

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