INVESTMENT INSIGHTS
Our thought leadership in investing, risk management, portfolio construction and trading solutions.
BLACKROCK SUSTAINABILITY
INVESTMENT INSIGHTS
Our thought leadership in investing, risk management, portfolio construction and trading solutions.
Chief Marketing Officer Frank Cooper discusses why taking steps toward wealth can have benefits not just for our future, but also for our well-being today.
Listen Now Subscribe on iTunesThis year, we went deeper than ever to understand the connection between your wealth and well-being. And why you feel the way you do.
This edition of Investor Pulse was conducted at a time of unique political, cultural and social upheaval.
To better understand how these forces affect financial health, we listened to more people than ever.
120
in-depth conversations
27,000
additional responses
We explored if
money could
make you happier.
We explored if
money could make
you happier.
But not
in the way
you think.
But not in the
way you think.
When people take a step to invest, they create a greater sense of well-being today.
24%
happier
36%
higher level of well-being
19%
less stressed
43%
more positive about their financial future
That's true regardless of affluence, age, gender or life stage.
But even with financial confidence and optimism on the upswing,
57%
of people aren’t investing.*
*57% of all people in our survey do not hold any stocks or bonds
I'm more interested in achieving short-term goals.
Investing feels too big.
I'm afraid of losing it all.
Investing is just for the experts.
54%
Global Average
64%
Global Average
43%
Global Average
Small steps towards investing can help you feel good now and in control of the future.
30%
of non-investors who are not invested want a way to try out investing with a low money commitment.
30%
Global Average
Micro-investing (investing small amounts of money) can lead to a greater return than just letting it sit in a savings account where it isn't working for you.
76%
Global Average
Start a relationship with a financial advisor who will work with you and for you. If you feel like you don't have all the answers, advisors know how to educate.
41%
of non-investors say they would feel better about their finances if they could better balance their needs today with their needs in the future.
41%
Global Average
Investing isn't just for retirement. Making smaller, more flexible investments can help you connect to everyday short-term goals like paying off debt or buying a house.
61%
of non-investors recognize that their future outlook would be better if they started investing now.
61%
Global Average
You can start investing before you have a lot of money. Making a few small, smart investments (like taking advantage of an employer 401K match) can have a major impact over time.
As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.
Legal Disclaimer:
About the Survey: One of the largest global surveys ever conducted, the BlackRock Global Investor Pulse survey interviewed 27,000 respondents, in 13 nations. In North America: the US and Canada; in Europe, Germany, Italy, Switzerland and the UK; In Latin America, Brazil, and Mexico; in Asia, China, Hong Kong, Japan, Singapore and Taiwan. The US sample included 4,000 respondents. Respondents were ages 25-74 and either the primary or shared decision maker for savings and investments in the household. No income or asset qualifications were used in selecting the survey's participants. Executed with the support of Kelton Global, an independent research consultancy, the survey took place online from July to August 2018. For the global sample the margin of error for the US sample is is +/-1.55 percent.
This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any BlackRock funds or strategies, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. Past performance is no guarantee of future results.
The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
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