2024 Advisor Market Outlook Report

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2024 Advisor Market Outlook Survey

Bonds are Back: Higher Rates Helping Advisors' Business

The Pulse Survey was conducted among 384 financial professionals from RIAs, banks, broker-dealers, and regional firms from October 23-30, 2023 by RedZone Marketing on behalf of InspereX.

65%

said higher rates have made their conversations with clients more positive in tone.

68%

said their clients are moving some of their equity allocation to fixed income.

35.svg

52%

said higher rates have made it easier to win new business.

2024 Market Report

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About InspereX

InspereX is a leading underwriter and distributor of fixed income and market-linked securities to more than 1,500 broker-dealers, institutions, asset managers, RIAs, and banks. The firm represents more than 400 issuing entities and has underwritten more than $700 billion in securities. Its pinoneering BondNav platform provides deep access to fixed income markett data across asset classes with a focus on delivering true price transparency and the information advatage gained through data aggregation. InspereX has seven trading desks and more than 160 employees with principal offices in Delray Beach, San Francisco, Chicago, and New York City.

Our Expertise

Fixed Income

We provide broker-dealers, credit unions, public funds, hedge funds, insurance companies, and registered investment advisors with significant positioning ability through new issue allocations and secondary execution.

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Market-Linked Products

We originate diverse risk-managed structured products, explain them with easy-to-understand educational materials, and support them with personalized service that reaches from financial advisors to trading desks to institutional investors.

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BondNav®

InspereX is digitally transforming how fixed income and market-linked products are accessed, evaluated, and traded. Our proprietary BondNav technology offers improved experiences, more efficient trade workflows, and better clarity for smarter investment decisions.

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Capital Markets

Our proprietary online issuer interface and broad distribution platform power the capital markets, giving issuers control over building and pricing offerings while diversifying their sources of funding.

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