This report provides a comprehensive overview of US investing trends. Featuring consumer insights into the US investment industry, market drivers, and innovation and marketing trends in the industry, the report provides a data-led understanding of current investment trends and opportunities for brands in the industry.Â
First-time investors, typically those with less than a year of investing experience, tend to prioritize short-term gains over long-term investment impacts. This is reinforced by their higher proclivity towards riskier and speculative assets like cryptocurrencies and NFTs, which are significantly less popular among their more experienced counterparts. On the other hand, seasoned investors, who have spent more than five years investing, tend to lean towards more conservative options like bonds and mutual funds. Notable also is the fact that saving for retirement is not top of mind for the majority of first-time investors – only about a third identify it as a motivation for their investing activity. In contrast, nearly 80% of seasoned investors consider it as key for their investment decisions and strategies.
Brands must continue leveraging a wide array of channels to meet investors where they are. If it’s seasoned investors they are after, then advisory and wealth management services are the most effective acquisition avenues. If it’s younger, new-to-market investors, then social media remains ripe grounds for building engaging relationships with this group.
The full report reveals our investment consumer survey figures, alongside expert-analyzed opportunities to respond effectively. Alternatively, browse our Finance Market Research.
This report is written by Amr Hamdi, Senior Financial Services Analyst at Mintel. Amr joined Mintel in 2021 with a background in economics and previous work experience at the Federal Reserve. In his role, he leverages consumer research, competitive marketing analysis, and industry trends to provide detailed consumer reports around diverse topics such as banking, fintech, insurance, and investments.
The investment industry is on the cusp of significant change, driven by economic shifts, technological advancements, and evolving investor preferences.
Amr Hamdi
Senior Analyst – Financial Services
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