High Net Worth (HNW) Asset Allocation Trends 2022

High Net Worth (HNW) Asset Allocation Trends 2022

  • June 2022 •
  • 45 pages •
  • Report ID: 6039258 •
  • Format: PDF
High Net Worth (HNW) Asset Allocation Trends 2022

Summary
This report analyzes HNW asset allocation strategies in 19 key markets, with a particular focus on the drivers behind investment choices now and over the next 12 months. The report draws on findings from annual Global Wealth Managers Survey.

Uncertainty is a key investment theme in 2022 as we enter a new economic cycle.Monetary tightening to curb inflationary pressures amid slower economic growth and mounting geopolitical concerns have caused significant market volatility, predominately on the downside.

Investors can no longer rely on the availability of cheap money to support asset price growth; they are thus eager to explore new parts of financial markets to chase returns that are increasingly hard to come by. Over the coming year, alternatives will be the clear winners, but wealth managers will also have to contend with higher cash and near-cash allocations as investors are waiting for opportunities to arise.

Scope
- 67% of wealth managers expect HNW demand for alternatives to increase over the coming years as investors are looking for uncorrelated returns, while just 7% expect a decrease.
- Demand in the equity space is shifting towards defensive stocks as investors are abandoning growth stocks due to mounting inflationary concerns.
- While HNW bond allocations have fallen notably, there has been an internal reshuffle within the average HNW fixed-income portfolio. This has benefitted high-yield bonds, which now constitute 3.8% of HNW bond holdings.

Reasons to Buy
- Learn how inflationary concerns and resulting market upheaval are affecting investor behavior in the HNW space.
- Discover investment trends as we enter a new economic cycle and adjust your service proposition based on a detailed understanding of HNW investors’ investment preferences.
- Identify how to best promote investment products by learning what is driving investment choices.
- Learn how and why investment preferences will change over the next 12 months.
- Give your marketing strategies the edge required to capture new clients using insights from our data on HNW investment drivers.
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