For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Non-U.S. Equities Catch the Eye of About a Third of Advisers
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.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/11/16161128/PAPS-111623-Retirement-Bill-for-Young-Workers-1348017895-web-432x243.jpg)
Younger High-Net-Worth Investors Seek Out Alternative Investments
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/06110053/PA-050624-401k-Trading-Up-1128575974-web-432x243.jpg)
401(k) Trading Rose in April
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/01111437/PAPS-050124-Alts-in-DC-Plans-Not-Taking-1362847684-web-432x243.jpg)