Welcome to the Age of Diminished Expectations

Natixis

Research

18 Pages

Natixis Investment Managers’ 2025 global survey of 7,050 individual investors across 21 countries reveals a shift from recent bullish confidence to cautious realism. Concerns over persistent inflation, rising taxes, and economic uncertainty are driving more conservative investor expectations and increasing reliance on professional financial advice.

Key Takeaways

Confidence moderates: Just 35% expect market gains to continue, and only 53% feel comfortable taking risk despite strong recent returns.
Inflation and taxes dominate fears: Nearly half cite inflation as the top concern, with many also worried about unclear or rising tax burdens.
Advisers seen as essential: 91% of investors trust financial advisers more than themselves, especially for navigating bonds and private assets.
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