Family offices are lifting their exposure to bonds and emerging-market equities, UBS survey says

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The wealthy cohort plans to raise developed market fixed income investments in 2023, according to a UBS survey.

Family offices are making major shifts in their portfolios, increasing their exposure to bonds and emerging-market equities, according to a UBS survey. The wealthy cohort plans to raise developed market fixed income investments in 2023, with more than one-third of family offices aiming at high-quality, short-duration bonds, according to the survey, which earlier this year polled 230 global family offices. The average net worth of participating families was $2.

25%, the highest since August 2007. Government bonds became an attractive asset for investors seeking steady income in a volatile market, and to hedge the risk from stocks. "The fact that they can get a 5% yield on government bonds is governing a lot of people's behavior. They want to defensively protect themselves with stable fixed income," Otton added.

 

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