MFS's Carol Geremia notes that a current strong bias toward active management should continue, especially with many investors worried about increased market volatility in coming years.
Fidelity uncovers what drives millionaires to recommend their advisors
August 23, 2016 by
“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.
Wealthy see their financial security tied to outcome of US election
August 23, 2016 by
"Across party lines, investors see the economy as the biggest issue in the election, outranking concerns like healthcare, national security and foreign policy," said UBS's Paula Polito.
BlackRock: Institutional investors increasingly embrace factor investing
April 15, 2016 by
Factor investing holds that the risks and returns of all investments, no matter how nominally diverse, can be mapped to a set of common factors. BlackRock's Mark McCombe says investors increasingly believe that factor strategies can drive enhanced performance.
BofA Merrill: Investors losing confidence and ditching equities
January 21, 2016 by
“Investors are not yet ‘max bearish.' They have yet to accept that we are already well into a normal, cyclical recession/bear market,” says BofA Merrill Lynch's Michael Hartnett.
Natixis: Institutional investors bullish on global stocks and alternatives in 2016
December 18, 2015 by
Fifty percent of those surveyed said they will increase private-equity holdings, 46% said they will increase private debt allocations, and 41% responded that they plan to increase allocations to hedge funds.
AUM growth in hedge-fund sector favors already-large firms, says Deutsche Bank survey
March 19, 2015 by
“More and more, we’re seeing today’s hedge fund assets concentrated among the largest managers," said Barry Bausano, co-head of global prime finance at Deutsche Bank.
Fidelity asks: Are today’s emerging affluent investors millionaires in the making?
March 11, 2015 by
Fidelity Investments released results of its 7th Millionaire Outlook, which shows that emerging affluent investors are well positioned to attain – or even exceed – millionaire status. Most importantly, while these investors look very different than today’s millionaires, with more than two-thirds female and one-quarter non-white, they demonstrate many similar attitudes and behaviors.
Natixis: Institutional investors favor equities in 2015 but worry about generating stable short-term returns
January 5, 2015 by
While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks beyond their control and unknown liability risks ahead, particularly those linked to increased longevity.
BlackRock: Latin Americans recognize demands of retirement, but have set aside very little
December 5, 2014 by
“The survey clearly shows that Latin Americans are strongly motivated to be successful savers and investors, yet have fallen behind in some key planning areas, especially retirement,” said Armando Senra, head of BlackRock's Latin America and Iberia region.
