<p>Institutional <a href="http://dailywire.com/topic/wall-street" target="_blank" rel="noopener">investors</a> are more concerned with <a href="http://dailywire.com/topic/inflation" target="_blank" rel="noopener">stagflation</a> than a <a href="http://dailywire.com/topic/recession" target="_blank" rel="noopener">recession</a> next year, according to a <a href="https://www.im.natixis.com/us/research/institutional-investor-survey-2023-outlook" target="_blank" rel="noopener">survey</a> conducted by Natixis.</p>
<p>The investment bank found that 65% of institutions see stagflation, which refers to economic stagnation combined with inflationary pressures, as a more significant threat than a recession. Rising price levels are still seen as the top overall risk for the year ahead; 69% of investors identified inflation as the greatest threat to their portfolios.</p>
<p>“The market scenario projected for 2023 may look vastly different from what institutions have experienced in the past decade, but few anticipate it leading to significant changes in allocation strategy,” the survey analysis explained. “While there is little planned in the way of large allocation shifts, many anticipate significant adjustments within asset classes to position portfolios for the year ahead.”</p>
<p>Despite the risk of stagflation, recession, and other economic calamities, investors retain a remarkably bullish outlook for most asset classes. A majority believe private equity, the bond and stock markets, and private debt hold upside potential as interest rates rise, while more significant majorities are bearish on both residential and commercial real estate, as well as cryptocurrencies.</p>
<p><b data-stringify-type="bold"><a class="c-link" tabindex="-1" href="https://get.dailywire.com/readers-pass/read-only-v2?utm_campaign=dwplus&amp;utm_medium=editorial&amp;utm_source=dwsite&amp;cid=dwplus&amp;mid=z&amp;xid=0" target="_blank" rel="noopener noreferrer" data-stringify-link="https://get.dailywire.com/readers-pass/read-only-v2?utm_campaign=dwplus&amp;utm_medium=editorial&amp;utm_source=dwsite&amp;cid=dwplus&amp;mid=z&amp;xid=0" data-sk="tooltip_parent" data-remove-tab-index="true" aria-describedby="sk-tooltip-54730">TIRED OF THE LEGACY MEDIA’S BIAS CONTROLLING THE NARRATIVE AND OBSCURING THE TRUTH? JOIN US.</a></b></p>
<p>The companies, representing more than $20 trillion in combined assets under management, believe that war poses the greatest economic threat for next year. While 57% of overall respondents listed conflict as an issue, roughly 68% of European respondents listed war as the most salient threat.</p>
<p>JPMorgan Chase CEO Jamie Dimon likewise <a href="https://www.dailywire.com/news/jpmorgan-ceo-jamie-dimon-predicts-when-americans-savings-will-run-dry" target="_blank" rel="noopener">pointed</a> to geopolitical turmoil as an important consideration for economic actors during a recent interview. Members of the G7 and the European Union <a href="https://www.dailywire.com/news/russia-balks-as-g7-european-union-implement-oil-price-cap" target="_blank" rel="noopener">coordinated</a> this week to limit the sale price of Russian seaborne oil exports at $60 per barrel worldwide; many European nations have witnessed soaring energy prices as a result of nixed Russian natural gas shipments.</p>
<p>Strife between the United States and China is also worrying investors; 65% believe Chinese geopolitical ambitions will cause a bifurcation of the global economy between the two superpowers, while 74% believe such ambitions lower the appeal of investing in the nation.</p>
<p>“China is chief among emerging market concerns. Two-thirds of institutions globally think emerging market investments are overly dependent on China,” the Natixis analysis continued. “In an era in which China is flexing its political influence, institutions worry about how it will impact investments.”</p>
<p>Beyond risks induced by international conflict, respondents identified central bank policy errors as the second-largest threat. Institutions such as the Federal Reserve Bank of the United States and the Bank of England have been reversing loose monetary policy regimes established in the wake of the lockdown-induced recession. Federal Reserve officials have <a href="https://www.dailywire.com/news/federal-reserve-hikes-interest-rates-three-quarters-of-a-point" target="_blank" rel="noopener">raised rates</a> by three-quarters of a percentage point on four consecutive occasions, leading to volatility in the American housing market and raising the cost of borrowing money for consumers and businesses.</p>
<p>Roughly 53% of investors are examining trends related to consumer spending as a primary indicator of whether economic “growth is back on track.” Dimon also predicted that savings accumulated during the recession will deplete by the middle of next year. Beyond consumer spending, 49% of investors believe that business spending tops the list of growth indicators, while 47% and 43% respectively said the same about employment and productivity.</p>

<script async src="https://www.instagram.com/embed.js"></script>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
<script async src="https://www.tiktok.com/embed.js"></script><div data-widget-host="revcontent" data-pub-id="165152" data-widget-id="290588"></div><script src="https://delivery.revcontent.com/165152/290588/widget.js"></script>

Stagflation Risk More Concerning Than An Outright Recession, Investors Believe

CONTINUE READING

Bud Light Sales Continue To Plummet, May Soon Lose Status As Number-One Beer

‘Profoundly Christian’: Former Head Of Anglican Church Presses British Government To Endorse Assisted Suicide

Ben Shapiro Reacts To Debt Limit Deal, Hits Both Democrats And Republicans Over Spending Habits

‘The Chosen’ Defends Pride Flag Spotted On Set: ‘Let The Show Speak For Itself’

Chick-Fil-A Faces Backlash As Their Diversity Efforts Resurface, Other Woke Brands Take Beating

North Korea Sentenced Two-Year-Old To Life In Prison After Family Caught With Bible: State Department

News

Economy

Inflation

Recession

Stock Market

U.S.

Wall Street

A video goes viral showing a baby being refused his mother by two gay "dads". This is just the tip of the iceberg, which is why we will have an important discussion today about surrogacy. 

Hour 1

The Matt Walsh Show

Ep. 1765 - This Video Is One Of The Worst Things I've Seen In A Long Time 

The Strait of Hormuz officially opens for business (kind of), the Pope makes “shocking” comments on immigration, and President Trump promises UFO disclosure at TPUSA. 


The Michael Knowles Show

Ep. 1956 -  Pope Leo's "SHOCKING" Immigration Comments EXPLAINED

A false miscreed has corrupted our leadership class.


The Andrew Klavan Show

Ep. 1275 - Dumb, Dumber and Progressive

President Trump announces a 10-day ceasefire between Lebanon and Israel, a murder-suicide involving former Democratic Lieutenant Governor Justin Fairfax shakes Virginia, and France and Britain hold a conference to secure the Strait of Hormuz – after the Iranian conflict ends. Get the facts first with Morning Wire.

- - -

Ep. 2738

- - -

Wake up with new Morning Wire merch: https://bit.ly/4lIubt3

- - -

Today's Sponsors:

Alliance Defending Freedom - Visit https://JoinADF.com/WIRE or text 'WIRE' to 83848 to learn more.

Pocket Hose - Text MORNING to 64000 to get a FREE pocket pivot and their 10-pattern sprayer with the purchase of ANY size Copper Head hose. Message and data rates may apply.

Morning Wire

U.S. Expands Hormuz Blockade & VA Fairfax Deaths Investigated | 4.17.26

U.S. Expands Hormuz Blockade & VA Fairfax Deaths Investigated | 4.17.26 [Member Exclusive]

A ceasefire goes into effect between Israel and Lebanon, a tragic murder-suicide rocks Virginia, and Dairy Queen deploys AI in the drive-thru. Get the facts first with Evening Wire.
- - -
Ep. 2737
- - -
Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 
- - -
Today’s Sponsor:

Alliance Defending Freedom - Visit https://JoinADF.com/WIRE or text “WIRE” to 83848 to learn more.


Evening Wire: Lebanon Ceasefire Begins & Murder-Suicide Rocks VA | 4.16.26

The Pendragon Cycle

Menu

— News —

Stagflation Risk More Concerning Than An Outright Recession, Investors Believe