Investment behavior worldwide - statistics & facts

Several factors contribute to how and when individuals may decide to invest. An investor's age, experience, and level of access to professional advice are some of the contributing factors that affect how an individual gains knowledge and how this knowledge affects their choices when investing. The experience level of individual investors plays an important factor as often beginner investors are more likely to seek outside advice which can impact investing decisions. Depending on investor access and means, investors may also be motivated to choose between following traditional or non-traditional media sources when acquiring financial knowledge.

Investor expectations for the financial climate

Tumultuous events including the Russia-Ukraine war and coronavirus (COVID-19) outbreak in previous years have left investors with expectations of economic and financial challenges. From 2020 through 2022, the number of investors expecting to face issues such as rising inflation, interest rates, and geopolitical uncertainty increased. These expectations are likely to continue into the foreseeable future as the majority of investors predict a global recession in 2023. Overall, investors in today's financial climate have favored professional knowledge providers such as educational institutions and financial advisors as their primary source of financial knowledge over alternative sources such as personal knowledge or family assistance.

Motivations for investing

Investors may be influenced by a range of factors when choosing which securities to invest in and when to do so. In recent times, highly liquid securities, such as cash products including government bonds, have become less attractive to investors. This may be linked to extrinsic factors such as the current and future state of the economic climate. During periods of uncertainty, investors tend to prefer less liquid securities such as commodity investments. Intrinsic factors can also play a dominant role in an investor's decision-making process. When investing in sustainable securities, the vast majority of investors noted the primary reason for increasing portfolio allocation to sustainable securities was due to securities being aligned with personal preferences.
This text provides general information. Statista assumes no liability for the information given being complete or correct. Due to varying update cycles, statistics can display more up-to-date data than referenced in the text.
Published by Statista Research Department, Dec 18, 2023

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