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Laxman Pai, Opalesque Asia: Almost two-thirds (66%) of institutional investors plan to increase their private asset allocations over the next five years, according to Nuveen's fifth annual EQuilibrium Global Institutional Investor Survey.
More than 90% now hold both private equity and private credit, a sharp rise from 45% in 2021, underscoring the expanding role of private markets in institutional portfolios, said the survey.
Capturing the views of the largest investors in the world with the participation of 800 institutions representing $19 trillion in assets under management, Nuveen's survey examines how evolving perspectives on market, geopolitical, and climate-related issues are influencing asset allocation decisions.
Private infrastructure and private real estate saw the most significant year-over-year increases in the percentage of investors planning to increase allocations from 35% and 24%, respectively, in 2024 to 50% and 37%, in 2025. Further, investors are being selective in targeting specific high-growth areas within both markets, such as data centers and private infrastructure debt.
Data centers have emerged as a leading priority, with 65% of investors planning to increase allocations to real estate focused on digital infrastructure, reflecting the rapid expansion of cloud computing and AI-driven demand.
Government initiatives aimed at modernization and sustainability are further fueling investor interest in infrastructure. Over 30% of inves...................... To view our full article Click here
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