Marsh survey shows 51% of large asset owners plan to raise infrastructure allocations
MMC•Marsh survey shows large investors shifting portfolios to manage volatility risk
Marsh’s 2026 Global Asset Owner Barometer shows large investors with USD 5.76 trillion shifting portfolios to manage volatility risk.
- 48% adjusted geographic exposure in the past 12 months; 37% cut overall risk; 37% raised liquidity or cash holdings.
- 51% plan to increase infrastructure allocations over the next 12 months; 47% target higher emerging market equity exposure.
- Cash saw the largest shift: 38% plan to increase allocations, up from 9% in 2025.
- Private markets exposure rose to 96% from 80% in 2025; 34% plan to add private debt, down from 48%.
