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ARE YOU READY FOR A POST-PANDEMIC SURGE IN INVESTOR CONFIDENCE?

Global investor behaviours and attitudes: A cross-generational overview

Retail investors have signalled their increased confidence and growing appetite for investment solutions in a new behavioural survey conducted by Calastone across six key markets. The survey, which builds on research conducted at the start of the pandemic, shows strong and broad demand, with Generation X investors now as keen as Millennials to use digital channels to manage and grow their investments.

With light emerging at the end of the lockdown tunnel, fund providers face the challenge and the opportunity of building on a largely positive customer experience during 2020, as the pandemic accelerated the digitalisation of financial services.