The 2014 Schroders Global Investment Trends Report is the first major study into investor confidence, opinions and investment intentions to be published this year.
It builds on a similar report we ran in 2013, enabling us to draw comparisons and chart how attitudes are changing as investors seek to re-shape their portfolios and invest afresh in a global economy that is showing signs of an increasingly robust recovery.
It is the most comprehensive survey of its type that we have ever undertaken and is based on an independent research study that polled the views of 15,749 ‘active investors’ in 23 key global economies. We classify ‘active investors’ as those with at least €10,000 or local currency equivalent to invest in 2014, who will make a change to their investments over the coming 12 months.
The €10,000 figure is key because it ensures we are talking to mass affluent and high-net worth investors. This study therefore tracks the confidence and investment intentions of a range of investors from the middle class to the wealthiest in society.
The survey and resulting report show a clear trend of increasing confidence in the global economic recovery, and an appetite to invest and increase the amount of money invested in stockmarkets and other asset classes.
However, the study also indicates a two-speed recovery, with stand-out performance from countries like the USA, Germany, the UK and Japan which is not yet reflected in other counties, notably in the eurozone.