Order Report - Attitudes & Sentiment: Strategies to Engage Investors in the Pandemic-Inspired Financial Awakening
This report pulls from the new 2021 data on consumer attitudes towards saving, investing and advice. Investor sentiment is now at the highest level in a decade! Overall, people feel more positive about their finances despite concerns over inflation, the U.S. deficit and taxes. There is a renewed focus on investment goals, an increased interest in paying for professional financial advice and knowing which asset managers are managing their money.
- Three consumer sentiment metrics are now at the highest level of the past decade, reflecting an overall positive mood about finances and investing, with notable increases among Millennials.
- Emergency fund and vacation are still the top goals nationally, with more consumers citing investment and major purchase goals than in the past.
- More than 1 in 3 households is highly concerned about inflation and possible tax increases.
- Growing confidence parallels increases in enjoyment thinking about money, seeing value in paying for advice, and having interest in fund managers, especially in Millennials and Gen Z.
- The pandemic inspired a financial awakening of Millennials and Gen Z, markedly changing their attitudes to saving and investing, increasing awareness of trade-offs and the risk of missing opportunities.
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