Skip to main content

Advisor Pulse – Winter 2024

The latest views from financial advisors surveyed globally. [ 1 ]

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?

Portfolio Diversification - 55%. Capital Preservation - 18%. Higher Income Generation - 11%. Higher Returns. 13%. Other - 3%.
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?

Private Markets - 79%. Fixed Income - 7%. Stocks - 7%. Other / No Change - 5%. Cash Holdings - 1%.
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?

Digital Infrastructure - 52%. Healthcare - 16%. Logistics - 13%. Cybersecurity - 10%. Energy - 8%.
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?

No Allocation - 41%. 1-3% - 40%. 3-5% - 13%. 5%+ - 6%.

Advisor Pulse – Fall 2024

Advisor Pulse – Summer 2024

Explore the “In Practice” Archive

Essentials

Insights

Based on surveys of financial professionals across the U.S., EMEA, and APAC participating in Blackstone programming over the period October-December 2024. Average number of respondents per question: 157. Any views or opinions expressed herein reflect solely the views of the advisors who were surveyed in connection with this survey and/or Blackstone, and such views or opinions are subject to change without notice and may differ from opinions expressed by others. Blackstone has not independently verified the information received from the advisors surveyed and no representation is made as to the accuracy of such information. Any projections, expectations or other forward-looking statements set forth herein are based on assumptions that are uncertain and are subject to many factors, changing market conditions and general economic conditions, and may vary materially from the themes set forth herein. Nothing herein constitutes investment advice or recommendations and this page should not be relied upon as a basis for making an investment decision.
Diversification does not assure a profit or protect against losses in a declining market.
Diversification does not assure a profit or protect against losses in a declining market.
Diversification does not assure a profit or protect against losses in a declining market.
DatacenterHawk, as of June 30, 2024.
Infrastructure Investor’s Investor Report Full Year 2023.