2024 Global Retail Investor Outlook 2025

2024 Global Retail Investor Survey demographics 13 13,036 8,805 4,231 Countries included in the survey: Australia Brazil China France Germany India Ireland Japan Singapore South Africa United Arab Emirates United Kingdom United Statesrespondents provided insights into their behaviours, preferences and financial situations, including : Financial objectives Use of advisory services Interest in new technologies Investable assetsretail investors shared information on how and why they invest, including : Access to products and services History of investing Approach to investment decisions non-investors provided insights into why they are not participating, including : Gaps in access to products and services Perception of financial markets and related institutions Information sources used This survey was designed to explore perceptions and behaviours related to capital markets rather than to measure participation directly. While the sample size is substantial, it is not statistically representative of the entire market and conclusions about overall market participation should not be drawn. To ensure insights’ diversity, the survey aimed for a balanced mix of approximately 70% investors and 30% non-investors per market, with efforts made to achieve a broad distribution across age groups. 9 2024 Global Retail Investor Outlook