Belgium results

Find out how investment trends in areas such as sustainability and private markets are affecting people globally - as well as how their strategies are being adapted for the new investment landscape

New paths in a changing investment landscape

Investors currently face difficult challenges. Ongoing inflation and geopolitical uncertainty – coupled with the need to decarbonise our economies – are making markets difficult to navigate. To understand how their strategies and views are adapting, Schroders’ Global Investor Study surveyed over 23,000 people who invest, from 33 countries and territories around the world.

80%
of people in Belgium agree that higher inflation and interest rates mean we have entered a new regime in policy and market behaviour
63%
have changed their investment strategy in light of this and
27%
intend to do so

Yet people are still optimistic about returns

How people in Belgium think their returns over the next 12 months will compare with the previous 12 months

What investments have become more attractive to people in Belgium over the last six months?

Ranked by the difference between “more attractive” and “less attractive”

#1
Actively managed funds
#2
Digital assets
#3
Private assets such as private equity or real estate

Sustainable investment: time to engage

As people understand more about sustainable investing, they are thinking in greater depth about what it means. One aspect is “active ownership”, where investment managers influence company boards and management teams so that more sustainable practices are properly considered for the benefit of long-term value creation.

A large majority of people in Belgium believe that engaging with companies on sustainability will benefit their investments

Do people in Belgium think encouraging companies to act sustainably helps generate long-term value?

As people learn about investing, they become more convinced that active ownership is effective

Top three areas where people in Belgium think engagement is most important

More information and education would mean more people would invest sustainably

Yet overall, people in Belgium remain enthusiastic about sustainable investing

Whether people in Belgium are attracted to sustainable funds and why

Moving forward with private assets

The survey shows people generally understand the issues around investing in private assets. (Private assets include private equity, real estate, infrastructure, and private debt and credit, i.e. direct lending to companies.) This is an important finding, as increasingly regulators globally are allowing ordinary investors to access these types of investments, which were previously reserved for pension funds and similar large institutions.

The top three private assets people in Belgium most want to invest in

29.4%
Private equity
21.6%
Infrastructure and renewable energy
20.8%
Real estate

People in Belgium think private assets can boost performance and diversification — and also improve sustainability

Reasons why people in Belgium would invest in private assets

But they acknowledge the complexities around private assets, and admit they need to gain experience with them

Top five perceived barriers to investing in private assets

On average, people in Belgium would consider putting

Schroders commissioned alan. agency and iResearch to conduct an independent online survey of more than 23,000 people who invest from 33 countries and territories around the globe, spanning across Europe, Asia and the Americas. The survey was conducted online between May 26 and July 31, 2023. The research defines “people” as those who will invest at least €10,000 (or the equivalent) in the next 12 months and who have changed their investments within the last 10 years. Due to this threshold, Schroders acknowledges that the research findings are not representative of everyone’s experience.

Informations importantes:

Ces informations constituent une communication marketing. Nous déclinons toute responsabilité quant aux erreurs de fait ou d’opinion. Il n’y a pas lieu de considérer que la présente communication contient des recommandations d’ordre comptable, juridique ou fiscal ou encore liées à des investissements. Aucun investissement et/ou aucune décision d’ordre stratégique ne doit se fonder sur les opinions et les informations contenues dans le présent support. Les performances antérieures ne constituent pas un indicateur des performances futures et peuvent ne pas se répéter. La valeur des investissements et le revenu qu’ils génèrent peuvent évoluer à la hausse comme à la baisse. Les investisseurs peuvent ne pas récupérer l’intégralité des montants initialement investis. Les fluctuations des taux de change peuvent modifier la valeur des investissements à la baisse comme à la hausse. Ce document exprime les avis et opinions de Schroders qui sont susceptibles de changer. Les avis et opinions exprimés dans le présent document sont ceux des individus auxquels ils s’adressent et peuvent ne pas représenter les avis exprimés ou reflétés dans les autres publications, stratégies ou fonds de Schroders. Les informations données dans le présent document sont réputées fiables, mais Schroders ne saurait toutefois en garantir l’exhaustivité ou la fiabilité. Schroders est responsable du traitement de vos données personnelles. Pour obtenir des informations sur la façon dont Schroders pourrait traiter vos données personnelles, veuillez consulter notre Politique de confidentialité disponible à l’adresse suivante: www.schroders.com/en/privacy-policy ou sur demande au cas où vous n’auriez pas accès à cette page Web. Pour votre sécurité, les communications peuvent être enregistrées ou écoutées.

Publié par Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. R.C. Luxembourg B 37.799.