We asked thousands of retail investors from our million-strong global community how they feel about markets and how they plan to act right now. Our data reveals that over 80% of retail investors are planning to invest the same or more as last previous quarter, and with almost half holding onto between $5,000 and $100,000, there’s an opportunity for financial services firms to benefit.Download The Report
The Finimize Index tracks retail investor sentiment across our 1 million+ global community and is updated every quarter. As a percentage of respondents who think global stock markets will be higher a year from now, retail investors have moved pretty closely with the S&P 500’s trend.
Despite a history of financial exclusion, over 75% of our female respondents said they don’t lack confidence in managing their own investments. This confidence also translates into their investment plans: almost a third intend to invest more this quarter, and more than a third will invest 11% or more of their monthly income.
Almost 60% of respondents are planning to take the same level of risk with their investments over the next three months, while 16% plan to take more risk. At the same time, over half said they’re planning to keep their investment contributions steady, while a third plan to increase them this quarter.
Retail investors are set to invest in stocks (62%) and ETFs (46%) as their top choices. Cash products have increased in popularity coming in third (36%), likely due to the attractive rate hikes currently on offer across savings accounts.