How realistic are global investors' return expectations?

clock • 6 min read

An annual investor study has revealed concerning attitudes to risk, key threats to retirement portfolios, and a potential fallout from the increasing use of alternative assets.

Optimism was the dominant theme in the Natixis Global Investor Survey, which analyses investors' outlook for the rest of 2015. Around 80% of the 7,000 global investors the group surveyed said they expected their investments to perform just as well, if not better, in the year ahead, with equity markets likely to be the top performer. In the UK, this figure was 84% (see chart 1). However, underneath the positive façade, the survey also showed this investor optimism may be leading to unrealistic expectations, especially as most investors struggle with volatility, risk and the safety of thei...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the week: US equities, the FCA, and Mark Carney

Stories of the week: US equities, the FCA, and Mark Carney

Tariffs, Artemis, and aberdeen: The biggest stories from the world of investment and asset management this week

clock 14 March 2025 • 1 min read
Investment Week reveals finalists for Fund Manager of the Year Awards 2025

Investment Week reveals finalists for Fund Manager of the Year Awards 2025

Special 30th Anniversary Awards ceremony on 19 June

Katrina Lloyd
clock 12 March 2025 • 10 min read

Partner Insight: US fiscal policy: opportunities amidst uncertainty

T.Rowe Price
clock 12 March 2025 • 2 min read
Trustpilot