Report Code: A15161 | Pages: NA | Mar 2023 | 1122 Views | ||
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Pandemic disrupted the entire world and affected many industries.
Get detailed COVID-19 impact analysis on the Core Investment Market
Request Now !A long-term portfolio's core holdings are the most important investments. It is critical that the core investments in the portfolio have a track record of dependable service and consistent returns. Investing in an asset that tracks the overall market for an extended time horizon is a common strategy used by investors. They will then add specific stocks or exchange-traded funds (ETFs) to that asset. A well-diversified portfolio's core investments tend to outperform a portfolio comprised entirely of growth stocks. A portfolio with consistent and reliable core investments will benefit from stable growth in safer economic sectors while also taking advantage of growth opportunities in non-core investments. Since, as long-term portfolio with core holdings only contains a few investments, it is also easier to monitor and rebalance. Furthermore, investors can expect less volatility and drawdowns with this strategy than with an actively managed portfolio. Taxes and trading commissions can have a negative impact on returns, but this can be mitigated by doing so. Therefore, the surge in demand for the core investments is expected to boost the core investment market growth in the upcoming period.
Top Impacting Factors: Market Scenario Analysis, Trends, Drivers, and Impact Analysis
Enhancement of risk-adjusted returns and leveraging of growth opportunities present in other sectors are driving the growth of the market. In addition, the odds of good returns in a short time is one of the factors that fuel market growth. However, the complication of investments over time might hamper the market expansion. On the contrary, convenience and fair pricing of assets is expected to provide lucrative opportunities for the market in the upcoming years.
The global core investment market trends are as follows:
Enhancement of Risk-Adjusted Returns:
During a market downturn, a well-diversified portfolio can better absorb the shocks. When an investor invests in various asset classes, the risk will spread out. This is yet another significant advantage of diversifying the portfolio. When two portfolios produce identical returns, the diversified one takes less risk than the concentrated one. The latter is expected to be more volatile than the first. In addition, the underperformance of one asset class is compensated by the performance of another asset class. So, a well-diversified portfolio allows an investor to better manage their losses. As a result, having a diversified portfolio that invests across asset classes is critical for better risk-adjusted returns. Therefore, the enhancement of risk-adjusted returns helps in driving the growth of the core investment market size during the forecast period.
Leveraging of Growth Opportunities Present in Other Sectors:
Every economy undergoes a cycle. Markets rise, fall, stagnate and rise again during a cycle. One can better weather market cycles and profit from their bullish run if they diversify their portfolio. When an investor invests in a variety of assets in a variety of sectors, they can take advantage of the various growth opportunities available. It also aids them in profiting from a market rally following a crash. This is not the case with a non-diversified portfolio that is heavily weighted in a single asset class. Markets frequently experience cycles in which one sector outperforms the others, and one can only benefit if they have exposure to that sector. Therefore, the leveraging of growth opportunities present in other sectors are driving the growth of the core investment market share during the forecast period.
COVID-19 Impact Analysis
Market Scope and Structure Analysis
Report Metric | Details |
 Market Size Available for Years |  2020–2030 |
 Base Year Considered |  2020 |
 Forecast Period |  2021–2030 |
 Forecast Unit |  Value (USD) |
 Segments Covered | Type, End-User Enterprise Size, Industry Vertical and Region |
 Companies Covered | Major players analyzed include Dodge & Cox; Morningstar Inc.; BlackRock Inc.; Loomis, Sayles & Company, L.P.; Voya Investment Management LLC; Invesco Ltd.; Saturna Capital Corporation, Capital Group; Janus Hederson Group Plc and GuideStone Funds |
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Key Benefits of the Report
Questions Answered in the Core Investment Market Research ReportÂ
Core Investment Market Report Highlights
Aspects | Details |
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By Type |
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By End-User |
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By Enterprise Size |
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By Industry Vertical |
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By Region |
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Key Market Players | Dodge & Cox, Morningstar Inc., BlackRock Inc., Loomis, Sayles & Company, L.P., Voya Investment Management LLC, Invesco Ltd., Saturna Capital Corporation, Capital Group, Janus Hederson Group Plc, GuideStone Funds |
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