Advisor Pulse – Winter 2024
The latest views from financial advisors surveyed globally.[ 1 ]
Over 50% of clients are prioritizing portfolio diversification
Did you know?
Did you know?
Did you know?
After significant gains in public equity markets, more clients are seeking diversification.[ 2 ] Many recognize that the correlation of stocks and bonds is less reliable than commonly assumed. Private markets can provide portfolio diversification beyond the traditional 60/40 allocation.[ 3 ]
What are clients prioritizing in portfolios in 2025?
Almost 80% of advisors expect to increase allocations to private markets
Did you know?
Did you know?
Did you know?
Private markets are a key focus area for surveyed advisors in 2025. They can serve as a core component of clients’ investment strategies, providing diversification[ 4 ] and access to opportunities that are unavailable in public markets.
What allocation do you expect to increase in clients’ portfolios in 2025?
Over 50% of advisors believe digital infrastructure is the best positioned sector to benefit from AI
Did you know?
Did you know?
Did you know?
With the emergence of increasingly advanced AI technologies, data center demand has risen 17-fold since 2019.[ 5 ] We believe the demand for digital infrastructure will continue to grow into the future – a view shared by the majority of surveyed advisors.
Which sector is best positioned to benefit from the emergence of AI?
Nearly 60% of clients have allocated to private infrastructure
Did you know?
Did you know?
Did you know?
Private infrastructure can provide the opportunity to invest in global megatrends, such as the growth in artificial intelligence. This has led institutional investors to double their allocations over the past five years, now averaging 6% globally.[ 6 ]
What is the average % allocation to private infrastructure in clients’ portfolios?