2024 Global Retail Investor Outlook 2025

2.1 billion people aged 60 or older are expected to make up the global population by 2050, doubling from current numbers.19 Driven by shorter investment horizons and increased financial vulnerability (especially due to gaps in pensions), Baby Boomers and Gen X approach capital markets with unique expectations. Gen X and Baby Boomers prioritize offerings that focus on wealth transfer, succession and long-term planning for a healthy and financially stable retirement.Wealth management offerings need to match the unique needs and preferences of investors What are your financial objectives? All respondents Have enough money for emergencyHave enough money for travel and leisureHave enough money to retireHave enough money for a large investmentGen Z and Millennials Gen X and Baby Boomers 46%59% 39%47% 36% 15%36%44%53% Gen X 35% Baby BoomersPage 28 Baby Boomers and Gen X Note: This chart displays only a selection of survey options. 2024 Global Retail Investor Outlook 27