2024 Institutional Survey Results from 116 Allocators

Markets Group surveyed 116 institutional allocators from Public
Pension Funds, Endowments, Foundations, and Corporate Pension Funds to
understand how they navigated a year defined by economic uncertainty,
geopolitical tensions, and shifting investment landscapes. This report captures
their perspectives on emerging market opportunities, macroeconomic challenges,
ESG integration, and evolving strategies across asset classes. From the
increased appeal of private credit to cautious optimism in real estate and the
measured adoption of AI, these insights reflect the adaptability and resilience
of institutional investors as they prepare for the complexities of 2025.

Southeast Allocators Balance AI, Real Estate, and Fixed Income Ahead of Policy Shifts

Markets
Group conducted an in-depth survey following our 11th Annual Southeast
Institutional Forum, gathering insights from top allocators at Public Pension
Funds, Endowments, Foundations, and Corporate Pension Funds. Findings reveal
how Southeast investors are navigating an economic landscape influenced by
geopolitical tensions, policy shifts, and evolving market dynamics. With a
focus on high-yield credit opportunities, real estate debt, and selective AI
integration, these investors are strategically positioning to capture growth
while managing risks in fixed income and emerging markets ahead of anticipated
policy changes.

How Investors in Western Canada Are Strategizing in Real Estate, Credit, and Emerging Markets

Markets
Group conducted an in-depth survey following our Western Canada Institutional
Forum, capturing insights from top allocators at Public Pension Funds,
Endowments, Foundations, and Corporate Pension Funds. Findings reveal how
Western Canadian investors are adapting to an evolving economic landscape
shaped by government policy changes and liquidity concerns. With a strategic
focus on high-yield credit, real estate debt, and infrastructure financing,
these investors are navigating opportunities in multi-family housing and
industrial real estate while carefully managing risks in fixed income and
emerging markets.