Market Outlook – Q2 2024

Where do you expect the S&P to be in 12 months, compared with today?

 

 

Between April and June 2024, 58% of advisors expected markets to rise over the coming year while 29% expected them to fall.

 

Equities

How advisors plan to allocate assets to equities over the next year

 

 

Within equity markets, international equity, U. S. equity and global equity are expected to see the most investment among financial professionals over the next year, while Asian equity is expected to see the least.

 

Fixed Income

How advisors plan to allocate assets to fixed income over the next year

 

 

Within fixed income markets, U.S. fixed income is expected to see the most investment among financial professionals over the next year, while developed market Government bonds and unconstrained bonds are expected to see the least.

 

 

Alternatives

How advisors plan to allocate assets to alternative assets over the next year

 

 

Within the alternatives category, private equity are expected to see the most investment among financial professionals over the next year, while currencies are expected to see the least.

 

 

Advanced Strategies

How advisors plan to utilize advanced strategies over the next year

 

 

The most popular advanced strategy is currently long/short equity hedging, while the least popular is long/short debt hedging.

 

 

Other Products and Strategies

How advisors will use fund, annuity and other investment products over the next year

 

 

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.