The Final Countdown THE FINAL COUNTDOWN -2.8% 68% 13


The level of institutional investors intending to increase their allocation to private markets, despite rising interest rates. Private equity is the most attractive asset class for 63% of respondents. Source: State Street


% Quote of the Month


“What we do today should not compromise tomorrow’s outcomes.”


Chandra Gopinathan, Railpen 46 | portfolio institutional | March 2023 | Issue 121


The expected decline in UK headline div- idends this year, due to lower special pay- ments, following the 8% rise recorded in 2022. Source: Link


£12.9bn


Inflows into climate change and sustain- ability themed exchange-traded funds in Europe during 2022. Source: WisdomTree


81%


…of investors expect the assets managed by ESG ETFs in Europe will remain sta- ble or grow in the next 12 months, down from 91% in April. Source: BNP Paribas AM


2.5%-3%


The expected level of British inflation at the end of this year, which would be a big fall from the 10.1% it stood at in February. Source: Aegon Asset Management


$65.7bn


The estimated investment in emerging market securities during January. Source: Institute of International Finance


£2.3bn


The fall in the aggregated surplus of Brit- ish defined benefit schemes during Janu- ary to £374.4bn, making them 134.8% funded, down from 136.5% in December. Source: Pension Protection Fund


64%


The level of professional fund selectors who believe portfolios composed of 60% equities, 20% bonds and 20% alterna- tives will outperform 60:40 strategies this year. Source: Natixis Investment Managers


The rise in defined contribution scheme membership in the UK since the start of 2022 to more than 26 million. Source: The Pensions Regulator


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48