A new survey from Schroders shows that 79% of North American institutional investors expect more market volatility over the next 12 months, driven by geopolitical escalation, commodity price shocks, and AI disruption. Against this backdrop, 82% expressed confidence that active management can help achieve investment objectives, with 39% increasing active allocations specifically to reduce concentration risk. The survey also found that 57% of investors now evaluate income opportunities holistically across equities, fixed income, and private markets, while private equity allocations are expected to rise from 90% to 93% over the next 12 to 24 months. The findings are part of Schroders' annual Global Investor Insights Survey, which polled 207 North American institutional investors among 760 institutional respondents worldwide.
Schroders PLCSurvey shows institutional investors turning to active management, directly benefiting Schroders' asset management business.