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How do demographic and societal changes influence investment and asset allocation strategies?

In May 2022, Coalition Greenwich conducted a survey on behalf of BNP Paribas Asset Management. It canvassed the opinions of 135 institutional investors and distributors of financial products in Europe, Asia and the US regarding the impact of demographic and societal changes on their investment decision-making and asset allocation.

5 major key points to remember about the impact of these demographic and societal changes.

1| 4 demographic and societal changes shape theinvestment strategies of institional investors and distributors:

  • New technologies (for 95% of respondents),
  • Ageing population (91 %), 
  • New consumption habits (89 %), 
  • Population growth in emerging markets (86 %).

2| These changes have already had a impact on their asset allocation decisions over the past three years...

  • for 74% of investors surveyed  
  • ... and almost 95% of them believe it will further influence investment decisions in the next decade.

3| 60% believe that demographic change is an investment opportunity

4| 6 sectors should benefit most from these demographic changes, according to investors:

  • Healthcare (for 91% of respondents),
  • Technology (84%), 
  • Energy (67%), 
  • Agri food (63%), 
  • Leisure and tourism (60%),
  • Real Estate (59%).

5| According to investors and distributors, 4 asset classes are likely to benefit the most from these developments:

  • Equities (for 52% of respondents),
  • Infrastructure (47%),
  • Real Estate (44%),
  • Thematic investments (33%).

What are the differences in viewpoints between institutional investors and distributors of financial products? And by geographical area in the world? 

Read the graphical summary of the study

Learn more about BNP Paribas Asset Management

Photo credit: WavebreakMediaMicro

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