2024 Global Retail Investor Outlook 2025

“The product does not align with my investment objectives” 13%18% 18%24% 18%21%19%30% 9%21% 7%18%2024 2022 Bonds showed the biggest change in alignment with investment objectives, coinciding with rapid interest rate hikes across the board. Affluent and high-net-worth investors are about 40% more likely than mass-market investors to avoid bonds, given their investment objectives. While only 10% of high-net-worth investors find potential losses concerning, this rises to 34% among for mass market affluent investors, highlighting a link between wealth and tolerance for risk and uncertainty. Similar numbers of respondents found stocks and cryptocurrencies too unpredictable, with stocks seeing the biggest shift in perceived volatility.Why have you decided not to invest this product? 2024 vs. 2022 investors 2024 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 Crypto24%30% 15%32%“This product is too unpredictable for me” “The product does not align with my investment objectives”While accessibility is becoming less of a concern across key asset classes, unpredictability worries are on the rise, along with perceived product understanding 2024 Global Retail Investor Outlook 49