The Legg Mason Global Investment Survey 2014, one of the largest global surveys with 4,320 respondents worldwide, talked to investors to find out what is trending now in investor confidence, retirement, alternatives, investment opportunities and use of a financial advisor to guide in decision making.
Seven key themes resulted from our conversations:
- SHORT-TERM CONFIDENCE, LONG-TERM CONCERN
World investors exhibit guarded optimism about the present but express doubt about the future environment.
- FOCUS ON WEALTH-BUILDING
Growing wealth is a top focus of global investors, evidenced by broad interest in holding more equities and non-traditional investments
- NEXT-GENERATION ADVICE: PLAN AHEAD
Planning is a virtue, both for investors now and in the advice they want to give the next generation.
- INCOME STILL A CHALLENGE
Satisfaction with income investments remains modest — and the “gap” between actual and hoped-for return on income investments widened for world investors.
- ALTERNATIVES: ON A LEARNING CURVE
Interest in alternatives and non-traditional strategies outpaces allocations; lack of understanding remains an obstacle.
- INVESTING ABROAD: THE REALITY OF HOME BIAS
Willingness to invest abroad varies greatly by market, but those who don’t do so say they are unlikely to consider it.
- HIGH MARKS FOR FINANCIAL ADVISORS
World investors with advisors are largely positive in their assessment of their value, and two-thirds of those who don’t have an advisor are interested in working with one.
Survey methodology: 4320 investors in 20 markets were surveyed between Dec. 10 2013 and Jan. 10 2014; 500 in the US and 200 in each other market. Respondents were required to have a minimum of $200K in investable assets to participate; half of respondents in each country had $1 million+ in investable assets. Global investor figures are composites based on weighted average of country-specific findings, weighted by relative incidence of qualified investors in each country. Survey conducted by Northstar Research Partners. For more details, consult our 2014 Global Summary Report.
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