The recent report on investment trust ownership revealed some startling statistics that may make you reassess who exactly holds the power in the financial world. With institutions holding a whopping £89bn of the analysed holdings, it’s clear that big players are making major moves behind the scenes.
Wealth managers, on the other hand, have seen a slight decline in their share, dropping from 26% to 25% over the past year. Private investors and adviser platforms also play a significant role in the market, but it’s the institutions that are truly dominating the game.
What does this all mean? Well, it seems like the balance of power is shifting towards the big institutions, as they continue to increase their foothold in the investment trust arena. As Irish Residential Properties REIT shareholders rejected a board reshuffle despite major dissent, it becomes evident that the decisions made by these institutional investors can have far-reaching consequences.
So, the next time you check your investment portfolio, consider who exactly is pulling the strings behind the scenes. The world of finance is a complex web of players and power dynamics, and understanding who holds the keys can give you a clearer insight into how the market operates.
