1、Current realities and future directions2023 Global wealth management investment survey22023 Global Wealth Management Investment SurveyContents3 Foreword4 Introduction:Key trends and challenges facing wealth managers5 Executive summary6 Key Findings 1:Navigating asset allocation post monetary tighten

2、ing13 Key Findings 2:The appeal of alternative illiquid investments17 Key Findings 3:Meeting the rising long-term demand for sustainability20 Key Findings 4:Overcoming operational challenges24 Conclusion25 Methodology26 Contact usContentsForewordIntroductionExecutive summaryKey findings 1 Key findin

3、gs 2 Key findings 3Key findings 4 ConclusionMethodologyContact us32023 Global Wealth Management Investment SurveyForeword2023 will likely go down in economic history books as the year of resilience.Despite numerous growth headwinds created by high interest rates,tighter bank lending standards and a

4、slowdown in the manufacturing sector,the global economy continued to expand at a reasonable pace.Over the next two years,we see labor markets,wage growth and inflation returning to somewhere near normal levels,as a period of policy-induced weak growth rebalances labor markets and economies as a whol

5、e.In terms of the outlook for financial markets,we are becoming slightly more optimistic on most asset classes following the bond-led weakness so far in 2023.In response to the current investment landscape,wealth managers are seeking to improve diversification and a dynamic approach to cope with cha

6、nging valuations and market outlooks.With higher bond yields,fixed income investments are again gaining prominence.Wealth managers are also allocating to private assets to enhance diversification,boost returns and ensure that client portfolios are better equipped to withstand market downturns.Strong