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The first part of 2022 has been a difficult ride for investors and financial professionals. Supply chain disruptions, inflation, interest rate hikes, the Ukrainian invasion and a volatile stock market are testing the growth opportunities of financial professionals.
The Natixis Global Survey of Financial Professionals, The Big Reset, which surveyed 2,700 professionals in 16 countries looked at what the above and other challenges hold for business growth. Four key takeaways include:
- You need more than markets to grow a business.
- Investment assumptions need to change with the fundamentals.
- The hardest thing to manage may be client expectations.
- Business models will need to adapt to emerging client needs.
Investors saw bull markets as high as 20%–30% over the past two years. Financial professionals also saw their book of business grow accordingly. Outsized market performance made it easier for professionals to increase their assets under management and eased the pressure to find (and win) new clients and new assets.
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