In 2022, retail investors experienced a geopolitical crisis, record inflation, and volatile markets full of uncertainty—quite a different experience from the previous decade, where investors saw the longest market bull run in U.S. history.
Learn how retail investors are adapting to the changing environment, and how they are setting their strategies for months and years ahead.
In the past 6 months, how has your risk tolerance changed?
In the past 6 months, how has your interest in diversification changed?
Looking ahead to the next 6 months, which best describes your investment strategy?
Which strategies describe your approach to diversification?
In the past 6 months, how has your approach to evaluating fundamentals changed?
“I’m more likely to look at fundamentals before making a decision.”
In the next 6 months, which categories of companies or assets are you most interested in as an investor?
How important is it to you that the leadership at companies you invest in is transparent and authentic?
Change in investor trust in stock and crypto markets in past 6 months
In the past 6 months, how has your confidence in your investing skills changed?
“I’m more confident in my investing skills today.”
Which sources do you use to gather information as an investor?
Bottom line: Volatility’s tough lessons come with opportunities to evolve and expand investing acumen. Resilient retail investors are taking 2022 in stride—turning market-wide declines into personal growth.
Download the full report for additional breakdowns and findings.