Feature – China
The Final Countdown THE FINAL COUNTDOWN 10%
The emerging market credit default rate in the year to date, which falls to 0.2% if Chinese property companies and Rus- sian corporates are removed. Source: Redington
80%
The level of family offices planning to increase their exposure to private debt in the next two years. Source: Aeon Investments
€125.2bn
Estimated inflows into money market funds during October – a monthly record. Source: Refinitiv Lipper
30%
The potential fall in global equity values if the carbon price increases by $100. Source: Van Lanschot Kempen
52% $
The forecast under lying global dividends for 2022, an 8.9% rise year-on-year, on the back of Asia and a strong oil sector. Source: Janus Henderson
1.56
…of asset owners globally plan to increase their allocation to private market assets in the next 18 months. Source: Bfinance
Quote of the Month “Due to our demand on nature, we are depleting it
faster than it can regenerate itself.” Sandra Carlisle, Jupiter Asset Management
50 | portfolio institutional | December-January 2023 | Issue 119 $111.5bn
The inflows into exchange-traded prod- ucts during October – three times greater than in September. Source: iShares
€13trn
The assets under management by the European fund industry at the end of September, down from €15.3trn at the start of January. Source: Refinitiv Lipper
£30bn
The predicted size of the pension risk transfer market in the coming year. Source: Pension insurance Corporation
trn
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