Citywire’s Post

ASR's Quarterly Asset Allocation Survey is now open. Last time 277 institutional investors with over USD 10 trillion of AUM participated, giving their views on the probabilities for financial markets for the next 12 months. If you are an institutional investor and wish to take part, and receive the results and analysis of the views of some of the worlds top CIOs, asset allocators, economists, and strategist please follow the link below.

Q1 ASR Asset Allocation Survey | Invitation to participate The ASR Quarterly Asset Allocation Survey is in its ninth year, and helps leading global investors understand the consensus and distribution of current views in the market.   It’s unique in its ability to forecast the likelihood of certain financial events by mapping implied probabilities to the frequency of these events over the past decade. This survey is important as it provides an invaluable benchmark for investors as they reflect on their views for the rest of 2024 and into 2025. So please help us discover the consensus macro view for next twelve months by completing the survey: https://buff.ly/492kFu0 Q4 2023 survey • 277 participants, with over USD $10 trillion of assets under management.

Topics covered in our most recent Institutional Trends Briefing: 1️⃣ How institutional assets are moving 2️⃣ Insight into research conducted by asset owners 3️⃣ Areas of opportunity for asset managers Watch the replay now: http://spr.ly/6042RPla4

Despite ETPs simplifying access to digital assets for many investors, regulatory barriers remain a challenge for certain investor groups. Learn what's holding back some investors from investing in digital assets in our comprehensive April 2024 Fund Manager Survey. Read the full report for in-depth insights: https://lnkd.in/e6tyrfRh

Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes to asset allocation, with researchers seeking to call out trends. Interestingly, while the latest studies reveal areas of agreement (such as rising allocations to Private Credit, Infrastructure and Investment Grade Bonds), they showcase a notable lack of consensus on trends for Cash, Real Estate and Equity exposures.

Our Multi-Asset Solutions Team's latest views on global #FinancialMarkets are now live. Let's see what key trends and themes they've identified in the coming months. https://lnkd.in/d_eWXYn #AssetAllocation

In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.  https://lnkd.in/g3ngjQ6t

In our 3rd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter. https://lnkd.in/gJ7TyU-b

I think this study by our neighbours at Scotiabank GAM illuminates unsurprising stats we might have gut feelings about as financial professionals: most clients are feeling negatively towards their investments in this current landscape - but those with a #financialplan are considerably less anxious or worried about their futures. When we talk about #investing as advisors #risk is often considered a very nebulous thing. "This balanced fund is 'less risky' than that equity fund", "stocks are 'more risky' than bonds"... but do clients actually understand what we mean by that? Because we're really referring to volatility and historical performance data based on time horizon and goal setting... ...or at least that's the idea. When I see stats like this I wonder if clients are being properly prepared for what "the ride" actually looks like as an investor, and how #volatility, #inflation, or other macro-effects can have on their plans. The irony is that smart investors know these past few years are not "bugs" in our system, but features (for better or for worse), and if they are adequately understanding the basics of investing they would likely be in that category who feel it's still a good time to invest. And with a true financial plan they'd know the real time to make investment changes is when it has a material effect on your plan... the rest is noise. #investing #financialplan #financialresearch #markets

As the operating environment turns more challenging, staying competitive becomes a crucial discussion. With geopolitical curveballs and today’s more technologically advanced customers, staying relevant and competitive is massively important. But what is the consequence of silos and increased secretiveness? Dive into this article by Bill Gourlay, Independent Consultants Network who explores the financial services industry disharmony and how events like #IMpower #FundForum can help that. Read more 👉 http://spr.ly/6045gToWX #competitive #technology #assetmanagement