The Final Countdown THE FINAL COUNTDOWN €37.1bn


The estimated net inflows into mutual funds and ETFs in Europe during the first quarter on the back of a positive eco- nomic outlook and a possible end to the interest rate hiking cycle by central banks. Source: Refinitiv Lipper


6.8% 0.4


The forecast annual return from European real estate between 2023 and 2027, up from 4% a year ago thanks to improved rental growth. Source: AEW


The level of British pension schemes targeting buyout, up from around 35% a year ago. Source: Janus Henderson


Quote of the Month


“I don’t need to hire bouncers to keep the entrance clear for people who want to come in and talk to us about CDC.” Stefan Lundbergh, Now Pensions


54 | portfolio institutional | June 2023 | Issue 124 $77.2trn


The estimate global sovereign debt pile by 2025, up by a sixth since the end of 2022. Source: Janus Henderson


£19.3bn


The increase in the aggregate surplus among defined benefit schemes during April to £378.6bn. Source: Broadstone


43% $9.8bn


The estimated investment in emerging market securities during April. Source: Institute of Institutional Finance


2.5 million


The demand for lithium is expected to treble by 2030 to 2.5 million metric tons from electric vehicle makers. Source: Morningstar


$1.92trn


The expected level of dry powder in the private equity industry by 2027, up from $1.54trn today. Source: Preqin


The expected growth of the UK economy in 2023 driven by demand and lower energy prices. This is an improvement on the previous forecast a month earlier which predicted a 0.3% contraction. Source: IMF


%


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