Non-U.S. Equities Catch the Eye of About a Third of Advisers

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.

Advisers’ appetite for equities appears to be returning, with 35% planning to increase their exposure to non-U.S. public equities over the next two years, 26% planning to move more of their assets into U.S. public equities, and 11% eyeing private equities.

Interest in foreign fixed income is also strong, with 28% of advisers planning to increase their exposure to non-U.S. fixed income. Another 29% say they are planning to increase their holdings in other alternatives, with 28% apiece looking at real estate investment trusts (REITs) and real assets/commodities.

Advisers seem to be loosening their grip on fixed income, cash and cash equivalents, with 31% planning to decrease their U.S. fixed-income holdings, and 21% looking to ease up on cash.