German conference & awards The Final Countdown THE FINAL COUNTDOWN 60%


…of growth investors intend to maintain or increase their private market invest- ments in the next six months due to the scope for returns. Source: Numis


64.8%


The jump in global corporate profits to $3.9trn in 2021/22, largely driven by higher oil prices and a recovery from the pandemic. Source: Janus Henderson Investors


8%


The fall in demand for gold (excluding OTC) during the second quarter, year-on- year, to 948 tonnes due to rising interest rates and a stronger dollar. Source: World Gold Council


86%


The level of defined benefit pension schemes expecting investment in resi- dential property to increase during the next five years. Source: Downing LLP


£86.8bn One


The forecast total underlying UK dividends to be paid this year, a 12.5% rise in 12 months. Source: Link


The outflows from emerging market securities during July. Source: Institute of International Finance


In the second quarter only one company floated on the Alternative Investment Market, the lowest number for 13 years. Source: UHY Hacker Young


Quote of the Month


“Anti-microbial resistance is climate change and the Covid pandemic combined.” Maria Ortino, Legal & General Investment Management


58 | portfolio institutional | September 2022 | issue 116 8.5%


The growth in the professionally man- aged global real estate market during 2021 to $11.4trn. Improving asset values was the main driver. Source: MSCI


120.1%


The aggregate funding ratio of British defined benefit pension schemes at the end of June, up from 118.9% in May, thanks to rising bond yields. Source: Pension Protection Fund


$9.8bn


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  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60