Nataxis: Institutional investors plan for higher rates

Dec. 16, 2014 1:07 PM ETAOA, PERM, GTAA, AOK, AOM, AOR, RLY, EPRO, GAL, DBIZ, MATH, GIVEBy: Stephen Alpher, SA News Editor
  • Sixty-seven percent of those surveyed expect difficulty over the next three years thanks to rising interest rates, according to Natixis' survey of 642 institutional investors collectively managing $31T in assets.
  • With rates (presumably) on the rise, the top three ways those surveyed intend to position their portfolios are 1) Shorten duration (61%) 2) Cut exposure to fixed-income (46%) 3) Increase use of alternative strategies (36%).
  • Predicting which asset class will be strongest in 2015, equities - particularly those in the U.S. - win out with 46%. Another 28% see alternative assets as the place to be, while just 13% expect bonds to put in another great performance, 7% real estate, 3% energy, and 2% cash.
  • Source: Nataxis Global Asset Management
  • ETFs: AOA, PERM, GTAA, AOK, AOM, AOR, RLY, EPRO, GAL, DBIZ, MATH, GIVE

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