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Global Asset Owners Rethink Asset Allocation Amid Market Uncertainty
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News Archive | Chief Investment Officer
Approximately 40% of surveyed asset owners reported decreasing or planning to decrease their allocations to U.S. investments, while 26% of respondents said they increased theirs.
In total, 76% of global asset owners viewed trade disputes as a material consideration to their investments—a figure that stood at 94% for asset owners in China.
Canadian and U.K. asset owners were most likely to reduce their U.S. investments, at 62% and 55% of respondents, respectively.
“Insights from our qualitative interviews revealed that asset owners are increasingly focused on distinguishing short-term noise from material investment considerations that have long term impact.”Morningstar surveyed more than 500 asset owners who collectively manage $19.1 trillion in assets.
Asset owners managing at least $1 billion accounted for 62% of respondents, while 29% managed at least $10 billion.
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