May 2025
In the wake of persistent market volatility, shifting monetary policy expectations, and heightened geopolitical uncertainty, iConnections conducted its April 2025 Global Investor Survey to better understand how leading allocators, managers, and service providers are positioning in today’s environment. With nearly 140 respondents from across the alternatives landscape, the survey captures investor sentiment on allocation plans, risk perceptions, technology adoption, and emerging themes like digital assets.
The results reveal a striking resilience in alternatives appetite: nearly 87% of respondents plan to maintain or increase their allocation to the asset class this year. While macro and political risks remain top-of-mind, investors are adjusting portfolios with discipline – rotating rather than retreating – and increasingly leaning into long-term secular trends like Al. Meanwhile, digital assets remain under selective consideration, with nearly half of respondents either invested or exploring the space, reflecting a cautious but open posture toward innovation amid uncertainty.
