Publications

- March 1, 2020: Vol. 13, Number 3

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Prepared and waiting: Diversification needs drive investors to private markets and real assets

by Drew Campbell

According to a pair of surveys by Natixis and BDO, global investors and managers are anticipating declining market values in the near future; the only question is when a downturn might occur.

In October and November 2019, Natixis surveyed 500 institutional investors globally about their expectations for investment markets — 145 corporate pension plans, 102 endowments/foundations, 103 public pension plans, 127 insurance companies and 23 sovereign wealth funds. BDO surveyed 200 fund managers at private equity and venture capital firms in the United States in October 2019.

Of particular interest for real assets investors is that the 700 participants surveyed by Natixis and BDO indicated a preference for private market investments, including infrastructure and real estate.

Despite the headwinds heading into 2020, Natixis found most of its investor survey participants are not planning significant allocation shifts, but alternatives allocations “show slightly more

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