Janus Henderson Survey Finds Growing U.S. Political Discord Tops List of Investor Concerns for Next Decade
Concern About Presidential Election Surpasses Inflation, Interest Rate Unease
Satisfaction With Financial Advisors High
“In times like these, all investors should keep in mind that changes to a portfolio designed to avoid short-term volatility can often jeopardize long-term goals,” said Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors. “The news cycle is moving at an incredible pace and headlines can be unnerving, but
Presidential Election a Bigger Concern Than Inflation, Interest Rates
An election year marked by tumult is clearly weighing on the minds of today’s investors, as
Longer-term (next 10 years), investor concerns are related to broader, systemic domestic and global issues:
-
Long-term impact of growing political discord within the
U.S. (77% ) -
Rising cost of healthcare (
67% ) -
National debt (
66% ) -
U.S. -China relations (64% )
Investors Trimming Equity Exposure
During the past 12 months,
While nearly half of all respondents (
Active Management Remains in Demand
Amid elevated uncertainty,
The areas investors believe represent the best investment opportunities over the next few years include technology (
AI Fraud Risk an Established Threat; Financial Advisors Can Help
Nearly three-in-four investors (
Across all generations,
Sentiment surrounding AI isn’t entirely negative. Among those who use a financial advisor or those who would consider hiring one in the next two years, the majority feel good or neutral about their advisor using AI technology to create educational content (
Satisfaction With Financial Advisors Soaring
Among investors working with a financial advisor,
-
Advisor provides peace of mind that I'm on track to reach my goals (cited by
79% of “very satisfied” clients) -
Cares about me as a person, beyond just my financial situation (
72% ) -
Provides financial education (
65% )
Nearly half of advised investors (
“Growth-oriented financial advisors should view the challenges facing investors in this era of elevated uncertainty as an opportunity to strengthen their value proposition,” added Sommer. “Clearly, client satisfaction rates are very high among advised investors, however, with many advisors closing in on retirement, those who are able to build trust and differentiate themselves based on providing better client experiences will be rewarded.”
To download a copy of Janus Henderson Investors’ 2024 Investor Survey: Insights for a Brighter Future report, CLICK HERE.
Notes to editors
About the Survey
Janus Henderson Investors’ 2024 Investor Survey: Insights for a Brighter Future was conducted by 8 Acre Perspective among 1,000 investors nationwide with
About Janus Henderson
Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. As of June 30, 2024, Janus Henderson had approximately
*Figure reflects the estimated number of individuals as of year-end 2022 where either their current assets or future benefits are invested in Janus Henderson investment products and is based on JHI’s AUM market share by country, the size of the investing population by country, and average account sizes, using industry and government data and internal estimates.
Source: Janus Henderson Group plc
This press release is solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors. All opinions and estimates in this information are subject to change without notice.
1 Millennials (born 1980-1995), Generation X (born 1964-1979), Baby Boomers (born 1945-1963), Silent Generation (born 1925-1944)
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Source: Janus Henderson Group