Marketing

  • Institutional Investors See Growth From Big Tech And Private Markets In Otherwise Slowing Economy
    Institutional Investors See Growth From Big Tech And Private Markets In Otherwise Slowing Economy

    The risk of recession is still very much on the table; About half of institutional investors anticipate rate cuts, most likely beginning mid-year

    Institutional investors are decidedly bullish on just three areas of the market next year – bonds, private equity, and private debt – in a global economy that at least half of institutions see teetering on the verge of recession, according to Natixis Investment Managers’ (Natixis IM) survey of the world’s largest institutional investors.
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  • U.S. Exchange-Traded Fund Markets 2023: Product Development Opportunities For A Maturing Structure
    U.S. Exchange-Traded Fund Markets 2023: Product Development Opportunities For A Maturing Structure

    Institutional ETF holdings represent just 4.2% of professionally managed channel assets

    Despite collectively owning nearly $1.3 trillion in exchange-traded fund (ETF) assets, institutions (e.g., insurance general accounts, state and local defined benefit plans, endowments) make up a mere fraction (4.2%) of the segment’s $31 trillion in U.S. professionally managed assets, according to The Cerulli Report—U.S. Exchange-Traded Fund Markets 2023: Product Development Opportunities for a Maturing Structure.
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  • Private Equity And Investment Managers Continue To Enter Life/Annuity Market
    Private Equity And Investment Managers Continue To Enter Life/Annuity Market

    Strong annuity premium growth and transactions drove up the value of segment assets

    Private equity-owned insurers increased their stake in the industry’s admitted assets in 2022 by more than 15% on a year-over-year basis, according to a new AM Best special report.
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  • Milliman Mortgage Default Index
    Milliman Mortgage Default Index

    Mortgage default risk increases slightly alongside decrease in home price appreciation

    Milliman, Inc., a premier global consulting and actuarial firm, today announced the third quarter (Q3) 2023 results of the Milliman Mortgage Default Index (MMDI), which shows Milliman’s latest monthly estimate of the lifetime default risk of U.S.-backed mortgages.
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  • Equity Withdrawals Rose Slightly In Q3 2023, But High Interest Rates Are Compressing Usage by 55%
    Equity Withdrawals Rose Slightly In Q3 2023, But High Interest Rates Are Compressing Usage by 55%

    Despite clear signs of slowing, home prices hit yet another seasonally adjusted high in October, with unadjusted annual growth rising to +4.6%, up from +4.2% in September

    Intercontinental Exchange, Inc. (NYSE:ICE), a leading global provider of data, technology, and market infrastructure, released its December 2023 ICE Mortgage Monitor Report, based on the company’s industry-leading mortgage, real estate and public records data sets.
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  • Alternative Product Structures And Advisor Education Will Prompt Greater Advisor Adoption
    Alternative Product Structures And Advisor Education Will Prompt Greater Advisor Adoption

    While rising interest rate environment poses a barrier to advisor adoption, tailwinds for advisor use of alternative investments will continue to grow

    This issue of The Cerulli Edge—U.S. Monthly Product Trends analyzes product trends as of October 2023, including mutual funds and exchange-traded funds (ETFs), and explores advisor allocation to alternatives amid a rising rate environment.
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  • The Conference Board Consumer Confidence Index
    The Conference Board Consumer Confidence Index

    US consumer confidence increased in November

    The Conference Board Consumer Confidence Index® increased in November to 102.0 (1985=100), up from a downwardly revised 99.1 in October. The Present Situation Index—based on consumers' assessment of current business and labor market conditions—ticked down slightly to 138.2 (1985=100), from 138.6.
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  • Investors Increasingly Choose Advice
    Investors Increasingly Choose Advice

    Demand for financial advice is growing and investors are increasingly satisfied with advice offerings

    New research, issued by Cerulli Associates and the Securities Industry and Financial Markets Association (SIFMA), highlights increasing demand for financial advice among U.S. investors. Since 2009, the “advised” investor segment has grown from 35% to 47%, while those who consider themselves “self-directed” has fallen from 41% to just 24%.
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  • Embracing Tomorrow: Shaping The Future Of Insurance
    Embracing Tomorrow: Shaping The Future Of Insurance

    Top 10 trends in 2024 shaping the insurance industry

    Majesco, a global leader of cloud insurance software solutions for insurance business transformation, today announced the availability of a new thought leadership report, 10 Trends Shaping the Future of Insurance in 2024.
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  • Financing The Green Energy Transition
    Financing The Green Energy Transition

    Improved financing could save US$50 trillion as the world decarbonizes

    Released today, Deloitte's Financing the Green Energy Transition report found that new cost-reducing finance instruments can help de-risk green projects in developing economies while making investing in these projects more attractive, helping to fuel a global just energy transition.
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  • The State Of The PE Sponsor & CFO Relationship
    The State Of The PE Sponsor & CFO Relationship

    Private equity-backed CFOs are more worried about job security than ever

    Private equity (PE) backed CFOs are more concerned about holding onto their jobs than ever before, according to a newly released survey by Accordion, the private equity-focused financial and technology consulting firm. Findings from the firm’s third biannual survey, The State of the PE Sponsor & CFO Relationship, reveal that a whopping 91% of PE-backed…
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  • Economy Expected To Slow In 2024, Rebound In 2025
    Economy Expected To Slow In 2024, Rebound In 2025

    Home sales likely to weaken in near term but bottom out early next year

    Economic growth remains likely to decelerate and ultimately result in a mild recession in 2024, followed by a return to growth in 2025, according to the November 2023 commentary from the Fannie Mae (FNMA/OTCQB) Economic and Strategic Research (ESR) Group.
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  • Financial Wellness Program Market Overview 2023-2027
    Financial Wellness Program Market Overview 2023-2027

    Expected market size, growth factors and upcoming trends

    As per The Business Research Company’s financial wellness program global market report 2023, the global financial wellness program market is set to experience substantial growth, progressing from $1.78 billion in 2022 to $2.04 billion in 2023 at a Compound Annual Growth Rate (CAGR) of 14.6%. The financial wellness program market is projected to further burgeon,…
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