In collaboration withBostonConsultingGroupWORLDandRobinhoodMarketsECONOMICFORUM2024 Global Retail Investor OutlookINSIGHTREPORTMARCH2025
ContentsExecufvesummaryfrom2024LalinestorsurveyIntraductionaarchmethodalogyCurent staleofretailinvestingNew waveofretailinvestorsion maybe reprod.ced argraphicsitod in any fomm orby ary means, ncludingtodhay'srotndFrvestorsImages:GettyImagesProductand patfom inovationEoomdNand tchevolionContents
Forewordation hasarticipants and how t pramotereslierntThe frcdings fomthe 202 suneyreveasbed>stantial gabessandgcals to actionforgovpowemert of ret ail investors warlcwide.bx erthanoed acces to francil abice,2024GobalRetailinveCantents
Executive summaryadaewasaroely thcuchopvernmerThe 2024 survey, expanded to 13 global markets, built upon the earlerfindingsramployer pensibns but tosidy seesaand Identfled fourkey structural trends driving Individuals' behavlours todayincreasinglyke ownershipottherfnandaldeisionsare anincreasingly heterogeneous group across genera fons andTris paper explores the ways. that investin.This transtormationreflectsgeograpties, they areken to kearn about markets, engage eatier than the preiousbea tool for achievind barneofamemwtained evdlufiongeneralions and ae mone apen to new prdlucts and to using lechnobgy to keanydemographic,economicandandinvest.The langerlime horizon can albw ther to weathermarketAuctuaforsandbenefltomthepowerofcompoundingchndlogical forces.12022,heWarldEcoromricForumation ofitssurveytoMarketvolatityhts itroducedfmoeurpedictityhitordiaia.ds shiltyto eachtheir fnandia goalks andiflalionaypesres hae eroded both thecatianvale d frardecosaleincone and cash saingas opening pdtenta opcoruritesfor capits marketsto scerveasa hedpe.n markels, driven in partadt conditions, and materialgaps in fnandial education,Finandia products and platforms ane excohingwith teneedsofnew caustorersArifidiliteigence (Al)hasfhepoteria tbenableacoes,personalzaionandeidency atscade I empioyed haughtuly.2024GobalRetailinCantents
The 2024 Global Retail InvestorWhen did you start learning about investing?Surveyidentifiesfour structural shiftsshaping individual financial behaviourspreferences and market activityNewwaveofMarketcyclesIretailinvestorsand inflationInvestarsare becoringincressingyBedlween2021and2024,ring inationacrossage.geography,genderdrove upthe costdflling. learingWhatareyourfinancialobjectives?esbleincamyerm financialdions aso stand toirhenll ando act as an inlationrominvesiing.2024GlobalRetailinvestorCullCantents
The 2024 Global Retail InvestorHowoftendoyoureviewandadiustvourportfolio?Surveyidentifiesfour structural shiftsIn whichproducts areshaping individual financial behavioursyou aurrently investedt?of investorsreviewpreferences and market activityand adjust their52%portioliosat least36%18%aasountrlesmorgingcaurtriosProduct andBoomofAlandva.27%gotaly(va14%gobalyplatform innovationtech evolutionNew platforms are expancing access toByusingAtectnobogistorparsordizedstent procilucts,empowering ndviturlsengagerert, Inandisd exiucation and"I'd allow an Albot to manage myportfo...
