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.
Need for Education
While more than half of the U.S. investors surveyed understand the importance of earning income, they aren’t certain how to get it. Alongside salaries, the top sources of income expected over the next year include savings, investments and property.
However, while 58% agree that earning an investment income is important, only 23% currently earn or draw an income. The growing need to generate investment income is widely acknowledged by investors surveyed, particularly as older investors look to replace income from paid employment once they enter retirement.
Investors are beginning to understand that they can no longer expect inflation-beating returns from the traditional sources, and although many are still "parked" in traditional sources like cash and government bonds, there is a growing sense that they may need to change this approach.
Take a Look at BlackRock's Multi-Asset Income Fund:
If you are searching for an income boost, look beyond traditional income sources. Expand your client's income landscape to include the best income opportunities around the world and across asset classes.
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
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.
Financial Professionals should check with their firm's compliance officer before distributing any content obtained from this site. This content is provided for your reference only unless otherwise documented.