Family Offices Increase Developed-Market Bond Allocation, Rebalance Portfolios

Wednesday, 22 May 2024, 08:17
A recent UBS survey revealed that family offices have significantly raised their investment in developed-market bonds by 16%, marking the largest increase in five years. This allocation shift has helped restore a better equilibrium between fixed income and equities within their portfolios. The data highlights a strategic move by family offices to adjust their asset mix and manage risk effectively.
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Family Offices Increase Developed-Market Bond Allocation, Rebalance Portfolios

UBS Survey: Family Offices Increase Developed-Market Bond Allocation

A recent UBS survey highlighted a significant shift in the investment strategies of family offices, emphasizing a significant increase in developed-market bonds allocation by 16%.

Key Points:

  • Balance Restoration: By increasing bond allocation, family offices aim to achieve a better balance between fixed income and equities.
  • Strategic Move: The survey indicates a strategic adjustment in asset mix to effectively manage risk.

This investment trend reflects the evolving dynamics in the financial market landscape.

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