Natixis：2024年全球基金筛选者展望报告：非常规投资环境下的策略重构（中译版）（22页）.pdf

1、Why be normal?Fund selectors anticipate a 2024 investment landscape that looks anything but normal (new,next,or otherwise).2024 NATIXIS GLOBAL FUND SELECTOR OUTLOOK SURVEY1 I 2024 NATIXIS GLOBAL FUND SELECTOR OUTLOOK2024 NATIXIS GLOBAL FUND SELECTOR OUTLOOK SURVEYAs the uncertainty unfolds,fund sele

2、ctors at the worlds largest wealth management firms are working diligently to minimize the impact it could have,not just on clients portfolios but also on their behavior.The emergence of this new investment paradigm may be a departure from what investors have experienced in recent years,but this isn

3、t a sudden transformation.Its the result of a gradual evolution in key economic and market trends that have been playing out since the global pandemic struck.Results from the Natixis 2024 Fund Selector Outlook Survey show just how different and uncertain the world looks in 2024.Prospects for slower

4、growth put recession(52%)at the top of economic threats for fund selectors.But increasing global tensions such as Russias war on Ukraine,the October Hamas terror attack,and Israels retaliation in Gaza have war and terrorism(50%)coming in at a close second.In markets,higher interest rates implemented

5、 to contain rampant inflation rates have fund selectors bullish on bonds(66%).But the environment brings new concerns to fixed income portfolios in terms of timing decisions to lengthen duration.In addition to bonds,selectors remain bullish on both private debt(57%)and private equity(55%).Selectors

6、are less certain on stock market performance in 2024.Concerns about declining consumer spending(34%)leave them split as to whether they are bullish or bearish on equities.Yet when it comes down to it,56%are optimistic about market prospects for 2024.Higher interest rates,receding inflation,and lower