Schroders explores how global investors are behaving during crisis conditions, focusing on return expectations, advice sources, and financial knowledge gaps. Despite uncertainty, investors still expect ~10.9% annual returns, suggesting optimism may be disconnected from reality, while most continue relying on self-directed research over professional guidance.
Global Investor Study: Under Pressure: Investors’ Response To Crisis
Schroders
Research
24 Pages
Key Takeaways
Return Expectations Elevated: Investors expect 10.9% annual returns over 5 years, up 1.02% from 2018, despite market uncertainty and slower global growth expectations.
Self-Directed Learning Dominates: 68% believe financial education is personal responsibility, yet 97% want more knowledge, highlighting a gap between confidence and actual expertise.
Advice Sources Concentrated: 46% rely on banks and 42% on financial advisers, but many still default to personal research, even as complexity rises across markets.
Join our newsletter to have all of this content + Exclusive Newsletter Bonus Content delivered to your inbox every week
