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Nordic pension and life insurance funds plan to increase their exposure to private equity and reduce their fixed income holdings, according to the results of nrpn’s second quarterly investment survey.
The survey, which took in 11 institutional investors with some €153.5bn of assets under management, found that four respondents intend to beef up their PE allocations over the next six months, while three investors plan to cut into their bond allocations.
At the same time, investors believe that emerging market equities will return 9.75 per cent before the mid-point of next year, up from 4.5 per cent in our last survey, and Japanese equities will turn in 9.5 per cent. Investors were much less optimistic about their home market, expecting domestic equities to return just 5.56 per cent.
Over the next six months the majority of respondents also expect the price of oil to settle somewhere between $45 to $54 with just one investor predicting that prices will end up above $65 a barrel (see page 16).
CN
