Preqin Investor Outlook: Alternative Assets, H1 2020
Alternative assets under management ballooned to in excess of $10tn as yield-hungry investors poured capital into the industry, and no wonder: most investors we surveyed in November 2019 said that they were satisfied with the performance of their portfolios over the past year.
At the time of the survey, global markets were continuing to move upward and 61% of alternatives investors said that they believed the market cycle was at its peak. Nevertheless, they were largely undeterred as far as allocations are concerned. Our study shows that investors are tactically rebalancing for the future, as opposed to drawing back. Across each alternative asset class, a minimum of 77% of investors are planning to maintain or increase their capital commitments in the next 12 months.
In this H1 2020 edition of our Investor Outlook series, we analyze responses from almost 400 investors across private equity, private debt, hedge funds, real estate, infrastructure, and natural resources. The report offers an understanding of investors’ satisfaction with recent performance, their key concerns in the current market environment, and their planned activity for 2020 and beyond. We also examine investors’ opinions and practices surrounding ESG policies and the performance of ESG funds.