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Laxman Pai, Opalesque Asia: 54% of North American institutional investors expect that the next 12 months will be more volatile than 2022 - 2023 (Return of inflation) and nearly half (47%) believe the next 12 months will be more volatile than the Global Financial Crisis (GFC) (2007 - 2010), said a study.
According to Schroders' annual Global Investor Insights Survey, this volatile market environment has refocused investors' attention on active management. A majority (68%) of North American institutional investors are confident that active management can deliver value in the new investment landscape, and over three-quarters (76%) are more likely to employ active management in the next 12 months than they were previously.
The survey polled pension funds, insurance companies, single-family offices, endowments and foundations, and official institutions for their views on key investment and market themes including market volatility, active management, and public and private investments.
When asked about the most significant macroeconomic considerations impacting their investment strategy in the next 12 months, 67% of North American institutional investors ranked tariffs and protectionist trade policies as their top consideration.
North American institutional investors are also recognizing the role of active management in building portfolio resilience (i.e., enhancing diversification / lowering volatility), which the majority (56%) of respondents ranked as their...................... To view our full article Click here
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