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Taking a look at some positives, fastened revenue buyers are beginning to see higher issues in 2024 corresponding to significant actual yields and fairness valuations, particularly within the worth class, following powerful instances for bonds final 12 months.
Mannequin portfolios
Among the many hottest investing tendencies for 2024 is mannequin portfolios, which Marina Gross, head of Natixis Funding Managers Options, says is on the nexus of the tendencies driving wealth administration trade this 12 months.
“Companies want to present a extra constant funding expertise for purchasers in an more and more complicated market, advisors want to develop their practices and know purchasers need greater than an allocation plan, and purchasers are in search of broader extra complete relationships with their advisors. Fashions supply an answer that matches the invoice for every in 2024 and past,” Gross defined.
Mannequin portfolios are serving to companies tackle two key points, danger administration and retaining buyers invested for the long-term. Natixis IM’s analysis exhibits that greater than half of the wealth administration companies who supply mannequin portfolios plan to maneuver extra purchasers into mannequin portfolios in 2024.
For monetary advisors, mannequin portfolios are anticipated to play a key function in serving to win extra purchasers by displaying worth past asset allocation, and a Natixis IM survey final 12 months revealed that buyers in fashions are virtually twice as more likely to say they’re assured about their funds than those that aren’t.
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