Key Takeaways from the 2nd Asset Allocation Outlook Conference at Ljubljana Castle
We are happy to share the insights gathered at our 2nd Asset Allocation Outlook conference held on September 26, 2024, in the beautiful setting of Ljubljana Castle. Industry experts and major investors shared their views on asset allocation's current and future outlook. Here are the key takeaways:
Paul Jackson (Invesco EMEA) on 12 months projections:
o They don’t expect to be rewarded for taking risks. Their asset allocation favours cash, bank loans, government bonds, and corporate IG bonds.
Primož Cencelj, CFA (Modra Zavarovalnica)on Asset Allocation Outlook:
o Government bonds: They overweight short and long duration and favour Spain, Portugal, and Slovenia.
o Corporate bonds: They overweight 5-7-year bonds with AA and A ratings.
Mateja Živec, CFA, FRM, CAIA (NLB Skladi) on infrastructure Private Equity:
o Globally, institutional investors allocate approx. 6% of their assets are in infrastructure.
o In 2024, new commitments were mostly made to digital infrastructure and renewables.
Alexandr Gutirea, CFA, FRM, CAIA, CESGA (Triglav Skladi) on Equity Outlook:
o From a regional perspective, they favour companies from the United States.
o From a sectoral perspective, they see investment opportunities in segments like information technology, financials, and communication services.
A big thank you to our esteemed speakers! We also want to thank our round table panellists, who shared their valuable insights on investment opportunities: Blaž Hribar, CFA from Pokojninska družba A, Gregor Bajraktarević from Kapitalska družba and David Benedek from Sava Re. Andrej Petek, CFA, moderated the round table.
We're already looking forward to the next opportunity to gather and share insights. Stay tuned for more!