Investor
Survey
2024 Edition: Insights for a Brighter Future
Overview
We surveyed 1,000 U.S. mass affluent and high-net-worth investors to understand how the economic and political environment is shaping financial attitudes, preferences, and behaviors.
Learn more about the major themes we uncovered and how they could impact financial advisors.
Politics remain top of mind
The upcoming U.S. presidential election is the top concern for investors in 2024, with more than 6 in 10 respondents planning to reduce portfolio risk until after the election is decided.
◼ Concerned ◼ Not Concerned
The shift out of equities continues
Over 30% of investors plan to shift assets out of equities in the next 12 months.
A third of investors have moved money out of equities into cash or fixed income over the past year and 32% plan to do so in the next 12 months, citing higher interest rates as the primary reason. Despite this trend of de-risking, respondents view tech and healthcare as good investment opportunities.
Read more on page 6AI is fueling financial exploitation fears
73% of investors feel AI tools will greatly increase the risk of financial fraud and 56% are worried that they or a loved one will fall victim to financial fraud.
Notably, investors are looking to their advisors to help keep them safe, with 45% reporting their advisor has already provided resources on avoiding fraud and 29% expressing interest in receiving them.
Interested in discovering the last two major themes we uncovered?
Dive into the detailed findings and advisor implications by downloading the full report.
Download PDFInsights
Quick View – The Fed’s March decision: Hard data trump policy uncertainty
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
The case for healthcare stocks amid political uncertainty
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Chart to Watch: European defense spending ramps up
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.