The Final Countdown THE FINAL COUNTDOWN 37%
…of European investors intend to reduce their allocation to real estate in the next two years, almost double the 20% who intend to do the same in North America. Source: ANREV, INREV and PREA
5.2%
The forecast level of global inflation in 2023, down from 7.7%, thanks to weaker commodity and rental prices as well as falling wage demands. Source: Pictet Asset Management
11%
The forecast growth in the gold price this year to £1,671.46 per Troy ounce, slightly down on the 11.7% gains banked by investors last year. Source: BullionVault
62%
…of institutional investors globally are most bullish about private equity ahead of 56% who favour bonds, a survey has found. Commercial real estate is the least attractive sector, according to 82% of respondents. Source: Van Lanschot Kempen
60 %
The level of investment advisers and fund managers who expect fixed income allocations to rise in the next 12 months. Source: Capital Group
$867bn
The net inflows into exchange-traded products during 2022, failing to beat the $1.29trn record set a year earlier. Source: iShares
1.3%
Projected global GDP growth in 2023, less than half of last year’s likely 3% gain. Source: Oxford Economics
Quote of the Month
“If there was ever a topic built for stewardship it is biodiversity.”
Tim Manuel, Aon 4.3%
The forecast dividend yield for UK equities in 2023 – the highest of the major stock markets. Source: Evelyn Partners
7%
The predicted total return from the MSCI China index in 2023. Source: Pictet Wealth Management
42 | portfolio institutional | February 2023 | Issue 120
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