Date Posted: Nov 30, 2023

Insight Investment Funds Report November 2023—Investment Funds Navigate a Change of Economic Cycle

As 2023 nears its end, key macroeconomic factors are showing signs of stability after nearly two years of significant change. Markets are pricing an end to interest rate increases, and potentially a decrease next year. While equity market valuations are responding positively, investment fund sales are not out of the woods yet and a return to a more positive market environment does not equate to a return to the recent past. The appeal and relevancy of different products and asset classes has changed for years to come. From deposits to insurance products, from money market to long-term fixed income, investors and advisors alike are reassessing allocations and repricing risk-taking.

The November Insight research feature focuses on the past, present and near future of investment fund sales. Investor Economics (IE) examines the sales environment for investment products year to date from multiple vantage points, considering how different product types, asset classes and sponsors fared. The Trendlines article looks at segregated fund sales in recent years.

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