Where do you expect the S&P to be in 12 months, compared with today?
Between January and March 2025, 74% of advisors expected markets to rise over the coming year while 17% expected them to fall. This represents a moderate increase in sentiment over the previous quarter.
How advisors plan to allocate assets to equities over the next year
Within equity markets, U.S. equity is expected to see the most investment among financial professionals over the next year, while Asian equity is expected to see the least.
How advisors plan to allocate assets to fixed income over the next year
Within fixed income markets, high yield bonds and U.S. fixed income are expected to see the most investment among financial professionals over the next year, while emerging market government/corporate bonds and developed market government bonds are expected to see the least.
How advisors plan to allocate assets to alternative assets over the next year
Within the alternatives category, private equity and private debt are expected to see the most investment among financial professionals over the next year, while currencies are expected to see the least.
How advisors plan to utilize advanced strategies over the next year
The most popular advanced strategy currently is absolute return, while the least popular is long/short debt hedging.
How advisors will use fund, annuity and other investment products over the next year
Actively managed ETFs are currently expected to see the greatest increase in usage among advisors over the next year, while ESG funds are expected to be used less.
