Private markets platform Moonfare finds individual investors repositioning for 'short-term shocks'

investmentweek.co.uk:

Amid ongoing economic uncertainty, Moonfare’s investor base has also made a shift towards prioritising diversification.

Almost half (47%) of the 122 individual investors surveyed by Moonfare said they still have a «bad feeling» about the state of the economy, and just 15% reported having a good one.

However, this was an improvement on last year's results, when investor perception of the global economy was ‘negative' among 85% of respondents. 

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Assets that might offer protection, such as secondaries, private credit and infrastructure, are being favoured as a result. 

Co-investments now appear in almost half (48%) of Moonfare investor portfolios, private credit in almost a quarter, with infrastructure lagging only slightly at 23%. 

They are being added to portfolios still largely oriented on buyouts, as more than eight in 10 (83%) respondents now own stakes in buyouts, up 16 percentage points from 2022.

Amid ongoing economic uncertainty, Moonfare's investor base has also made a shift towards prioritising diversification, the firm said.

The 46% of respondents who said they had newly prioritised diversification was considerably higher than the 31% who had increased cash reserves. 

Where investors are more optimistic is the technology and healthcare sectors, with 78% of Moonfare's respondents believing healthcare holds the most investment potential, closely followed by technology (76%).

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A belief in technology does not yet, however, stretch to AI investment management. Only 7% of survey respondents have allowed AI-driven advice full autonomy to invest without their