Between January and March 2024, 69% of advisors expected markets to rise over the coming year while 17% expected them to fall. This represents a slight increase in sentiment over the previous quarter. This overall outlook is similar to where it was in the third quarter of 2023.
Within equity markets, international equity and U. S. equity are expected to see the most investment among financial professionals over the next year, while Asian equity is expected to see the least.
Within fixed income markets, U.S. fixed income is expected to see the most investment among financial professionals over the next year, while emerging market Government bonds are expected to see the least.
Within the alternatives category, cash/money market funds are expected to see the most investment among financial professionals over the next year, while currencies are expected to see the least.
The most popular advanced strategy is currently long/short equity hedging, while the least popular is long/short debt hedging.
Actively managed ETFs are currently expected to see the most increase in usage among advisors over the next year, while ESG funds are expected to be used less.
