SURVEY: Sovereign Wealth Funds and Pensions See Quarantine End as the Biggest Driver of Equity Returns

Posted on 06/09/2020


FOR IMMEDIATE RELEASE

SWFI Releases Global Asset Owner Survey for June 2020

Seattle, Washington, June 9, 2020: SWFI has just released its 12th consecutive survey on global asset owners. The asset owner survey is an important measure of global asset owner sentiment and tracks quarterly medium and long-term changes of the views held by these investors. The findings are released on a limited basis to institutional investors that participate as well as news organizations and subscribers to SWFI data services.

The survey sample includes sovereign wealth funds, pensions, superannuation funds and other institutional investors. The sample group of investors is estimated at US$ 2.727 trillion.

“The unprecedented impact of the coronavirus and the quarantine lockdowns has confounded CIOs and board trustees of sovereign funds and pensions, challenging assumptions and introducing new ways of approaching investing,” says Michael Maduell, President of SWFI.

Subscribers can access the survey at SWFI.com (SWFI Global Asset Owner Terminal) under the Reports tab (then Survey tab).

Believes Earnings Expectations for Listed Companies will Rise by More than 10% in the Next 12 Months

Period Percent Yes
Jun 2020 28.20%
Mar 2020 9.40%
Dec 2019 17.10%
Sep 2019 7.10%
Jun 2019 18.80%
Mar 2019 21.10%
Dec 2018 21.10%
Sep 2018 38.90%
Jun 2018 50.00%
Mar 2018 44.00%
Dec 2017 30.80%
Sep 2017 31.60%

*Percentages are rounded.

About SWFI
Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. SWFI facilitates sovereign fund, pension, endowment, superannuation fund, and central bank events around the world. SWFI is a minority-owned organization.

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