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Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey

Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey
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Fund allocators to trim U S equities, hike alternatives

A Natixis survey showed fund allocators plan to cut U.S. equities and hike alternatives as well as corporate debt and green bonds in 2022.

66 of fund selectors managing $12 7tn outperformed their aggressive portfolio in 2021

Laxman Pai, Opalesque Asia: Two-thirds of respondents in a new survey expect aggressive portfolios to outperform defensive ones in 2021, despite the same proportion saying the global economy will fail to fully recover from the coronavirus crisis this year. The Natixis Investment Management survey, which canvassed the views of 400 fund selectors representing $12.7tn in assets globally and was conducted in November and December 2020, revealed that 66% of fund selectors outperformed their aggressive portfolio in 2021. Fund selectors indicate that while the opportunities are out there, it will require close analysis to find them: 70% forecast active investment to outperform passive, and 63% project value stocks to outperform growth. And after seeing ESG strategies outperform during the past year, 57% say outperformance will continue in 2021.

Natixis study finds 66% of fund selectors back aggressive portfolios to outperform in 2021

Investment Week is hosting its Alternatives Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of alternatives managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment for their portfolios and explain the role their strategies could play in helping diversify client portfolios. Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points.

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