The economy is strengthening, the stock market has been volatile, and interest rates remain low. The recession hit portfolios hard, and many people adjusted their investing behavior, with some becoming more aggressive and others more conservative. Different generations have different investment goals and allocate their investment portfolios accordingly. This report will examine how investors view investing whether – and how – they have changed their investment goals.
Download:
Search within report
Searching...
Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Executive Summary
Market
Market
Mintel provides a range of market information, frequently through the category level, including market size and forecasting, complete with market drivers that illustrate the forces that shape a category or market.
The Market – What You Need to Know
Market Size
Market Breakdown
Market Factors
Consumer
Consumer
Mintel's proprietary consumer research provides our analysts with the attitudinal and behavioral data used to provide valuable insight to topical issues.
The Consumer – What You Need to Know
Investment Account Ownership
Location of Investment Accounts
Why Consumers Don’t Have an Investment Account
Investment Account Balances
Engagement in Investing
Changing Investment Goals
Changing Investment Strategies
Future Investment Plans
Investment Strategies
Attitudes toward Investing
Cluster Analysis
Brand/Company
Brand/Company
Mintel provides overviews of the top brands and manufacturers, and uses consumer research to explore attitudes and reactions to brands, as well as insight into what will resonate with consumers.
Key Players – What You Need to Know
What’s Working?
What’s Struggling?
What’s Next?
Data
Data
Reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.
Appendix – Data Sources and Abbreviations
20th October 2017
"Demographics and the demise of pensions are combining to force advisers to shift their focus from helping clients accumulate retirement savings to helping them manage them so as to last through retirement. While retiring investors have largely been ignored by the investment community, a new crop of start-ups recognizes they ... 
21st June 2017
"Estimates are that $30 trillion will be transferred to Millennials over the next three decades. This, plus the fact that they have their highest earning years in front of them, makes them highly sought after customers for investment firms and advisers. But many Millennials are uncomfortable with the idea of ...
|
Do they have investment account(s) and, if so, what kind?
