Q4.25 – Market Outlook
Where do you expect the S&P to be in 12 months, compared with today?
Between October and December 2025, most advisors predicted the S&P to be higher in 12 months. Over half (55.3%) predicted a rise in the S&P, while 36.9% expected a decline.
Equities
How advisors plan to allocate assets to equities over the next year
Within equity markets, over the next year financial professionals plan to invest the most in International (32%) and European (22%) equities, and the least in Asian equities, with only 4% planning to increase exposure.
Fixed Income
How advisors plan to allocate assets to fixed income over the next year
Within fixed income markets, over the next year financial professionals plan to invest the most in U.S. fixed income, with 21% planning to increase or start using it. Followed by Unconstrained bonds with 11%.
Alternatives
How advisors plan to allocate assets to alternative assets over the next year
Within the alternatives category, cryptocurrencies (37%) and liquid alternatives (22%) are expected to see the most investment over the next year.
Advanced Strategies
How advisors plan to utilize advanced strategies over the next year
Within advanced strategies, hedge long/short equity (18%) are expected to see the most increase over the next year. In contrast, hedge long/short debt is expected to see only 4% increase.
Other Products and Strategies
How advisors will use funds, annuity and other investment products over the next year
Across “other” products and strategies, actively managed ETFs stand out as financial professionals’ top choices, with 29% planning to increase or start using them over the next year.
Source link
