2024 Global Retail Investor Outlook 2025

While accessibility is becoming less of a concern across key asset classes, unpredictability worries are on the rise, along with perceived product understanding 29%24%40% 30%39% 29% 13%10%16% 14% 15% 14% Low-fee trading platforms and tech-enabled wealth managers have helped reduce accessibility concerns across asset classes in the past two years. About one in six investors do not hold mutual funds or ETFs – often suitable for newer retail investors – despite their availability on most low-fee brokerage and wealth management platforms.Greater access to financial information has increased familiarity with major asset classes, but concerns around source reliability reveal gaps in understanding. Surveyed individuals reported less understanding of traditionally low-risk assets like ETFs and bonds but felt more familiar with complex assets like crypto.“I don't feel like I understand this product well enough to invest in it” “I don't know where to access this product” Stocks Bonds ETFs and mutual funds Crypto Stocks Bonds ETFs and mutual funds Crypto2024 2022 Why have you decided not to invest this product? 2024 vs. 2022 investors Stocks Bonds ETFs and mutual funds Crypto Stocks Bonds ETFs and mutual funds Crypto39%32% 17% 17% 2024 Global Retail Investor Outlook 48