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Laxman Pai, Opalesque Asia:

Institutional investors are most bullish on private equity (60%) and private debt (64%), with 66% saying there is still a significant delta between private and private assets, said a study.

According to Natixis Investment Managers' (Natixis IM) survey of the world's largest institutional investors, they see the best opportunities for private investments in data centers (52%) and housing including senior/assisted living (40%), affordable housing (26%), and student housing (24%).

Natixis IM surveyed 500 institutional investors who collectively manage $23.2 trillion in assets for public and private pensions, insurers, foundations, endowments, and sovereign wealth funds around the world. Survey participants also include 140 institutional investors in North America, including 48 in Canada who are responsible for the management of $2.4 trillion in assets.

56% of institutional investors are actively de-risking their portfolios heading into 2024. More than two-thirds (69%) are bullish on the performance of bonds, with 62% calling for longer-duration bonds to outperform short.

61% expect large-cap stocks to outperform small-caps, and 57% think international markets will outperform the US. The exception is among US institutions, 65% of whom think US stock market performance continues to lead the rest of the world.

52% expect the information technology sector to outperform the stock market, as it did in 2023. Many also expect outper......................

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