What Investors Are Thinking
Our Investor Pulse survey sheds new light on what investors are thinking and doing in the current investment environment.
In the face of challenging global economic conditions and a new world of investing, BlackRock wanted to know what was on the minds of investors. How are investors feeling about meeting long-term financial goals, especially retirement? What are key concerns about the current investment environment? How willing are investors to make portfolio adjustments to capture opportunity?
Our annual Investor Pulse survey provides answers to these questions that are on the minds of investors today. We conducted this research in summer and fall of 2013 with 4,000 U.S.-based investors and 500 financial advisors. What we learned might provide some helpful insight as you think about what to do with your clients’ money. Our five findings are presented here.
Investors Exhibit Cautious Optimism about Market Prospects
Five years after the financial crisis, many investors remain wary and risk averse. Nearly half of U.S. investors are negative overall about their financial futures, with worries ranging from "concerned" to "nervous," "pessimistic" and even "depressed." Interestingly enough, financial advisors are adopting a more optimistic outlook than investors—with 59% feeling "positive" about the current investing environment. Americans are split down the middle in feelings about their financial future—concerned and lacking confidence.
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Apply the Research to Your Practice
Watch BlackRock's Investment and Retirement Education expert discuss the findings from the most recent survey.
Learn More About the Survey
"With advisors so positive about the market's prospects, the job now is to transfer that optimism to clients who have lingering concerns about putting their money back to work."
Head of BlackRock's US Retail Business
"Our research shows that nearly half of the investors surveyed are uncertain about their financial futures and unwilling to take any risks with their money. Help your clients to see the opportunities that today's markets offer."
Head of BlackRock's Investment and Retirement Education Team
This is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Any opinions expressed are as of October 2013 and may change as subsequent conditions vary. The information and opinions contained in this paper are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. This content may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this paper is at the sole discretion of the reader. The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation.
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