The Final Countdown THE FINAL COUNTDOWN $28.8bn
The inflows into hedge funds globally in the opening four months of 2021. Source: eVestment
51%
The level of UK institutional investors planning to shift from public markets to private assets in 2021. Source: Nuveen
76% £30bn 78%
The level of British pension schemes that believe we have entered a commodities super-cycle, with 64% expecting to be overweight gold in the next 12 months. Source: NTree
The aggregate surplus among defined benefit (DB) pension schemes sponsored by FTSE350 companies – a 104% funding position. Source: Willis Towers Watson
1.7
… of professional investors in the UK intend to increase their exposure to small and micro caps over the next 12 months. Source: MBH
$ 45%
… of European institutional investors expect corporate credit downgrades and defaults to rise in the next nine months. Source: Tabula Investment Management
Quote of the Month
“It is a short-term view that investors could miss out on income. We work to understand the total value of an investment.” Ian Burger, Newton Investment Management
50 | portfolio institutional | June 2021 | issue 104 €86.6bn
The estimated net inflows into European mutual funds and ETFs during April. Source: Refinitiv Lipper
$1.36trn
Estimated global dividend payments in 2021, an 8.4% headline rise on the amount returned to shareholders in 2020. Source: Janus Henderson
trn
The fall in global debt to $289trn during the first quarter. Source: Institute of International Finance
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