Janus Henderson Survey Finds Growing U.S. Political Discord Tops List of Investor Concerns for Next Decade
Janus Henderson Investors' 2024 Investor Survey reveals growing political discord as the top concern for U.S. investors over the next decade. The upcoming presidential election surpasses worries about inflation and interest rates, with 78% of respondents concerned about its impact on their finances. Only 42% of investors are very satisfied with their current financial situation, down from 48% last year.
Key findings include:
- 33% of investors have shifted assets from equities to cash or fixed income in the past year
- 73% believe AI greatly increases the risk of financial exploitation
- 43% prefer an equal mix of active and passive funds in their portfolio
- 67% of those with financial advisors are very satisfied with their relationship
The survey highlights investors' concerns about long-term issues such as healthcare costs, national debt, and U.S.-China relations. Despite uncertainties, U.S. equities have remained resilient, and experts caution against making short-term changes that could jeopardize long-term goals.
Il sondaggio sugli investitori del 2024 di Janus Henderson Investors rivela una crescente discordia politica come la principale preoccupazione per gli investitori statunitensi nel prossimo decennio. Le prossime elezioni presidenziali superano le preoccupazioni riguardanti l'inflazione e i tassi di interesse, con il 78% dei rispondenti preoccupati per il suo impatto sulle loro finanze. Solo il 42% degli investitori è molto soddisfatto della propria situazione finanziaria attuale, in calo dal 48% dell'anno scorso.
I risultati chiave includono:
- Il 33% degli investitori ha spostato asset da azioni a contante o reddito fisso nell'ultimo anno
- Il 73% ritiene che l'IA aumenti notevolmente il rischio di sfruttamento finanziario
- Il 43% preferisce un mix equilibrato di fondi attivi e passivi nel proprio portafoglio
- Il 67% di coloro che hanno consulenti finanziari è molto soddisfatto della propria relazione
Il sondaggio mette in evidenza le preoccupazioni degli investitori su questioni a lungo termine come i costi dell'assistenza sanitaria, il debito nazionale e le relazioni tra gli Stati Uniti e la Cina. Nonostante le incertezze, le azioni statunitensi sono rimaste resilienti e gli esperti avvertono di non apportare modifiche a breve termine che potrebbero compromettere gli obiettivi a lungo termine.
La Encuesta a Inversores 2024 de Janus Henderson Investors revela una creciente discordia política como la principal preocupación para los inversores de EE. UU. en la próxima década. La próxima elección presidencial supera las inquietudes sobre la inflación y las tasas de interés, siendo el 78% de los encuestados preocupados por su impacto en sus finanzas. Solo el 42% de los inversores está muy satisfecho con su situación financiera actual, disminuyendo de un 48% el año pasado.
Los hallazgos clave incluyen:
- El 33% de los inversores ha trasladado activos de acciones a efectivo o renta fija en el último año
- El 73% cree que la IA aumenta en gran medida el riesgo de explotación financiera
- El 43% prefiere una mezcla equilibrada de fondos activos y pasivos en su cartera
- El 67% de aquellos con asesores financieros está muy satisfecho con su relación
La encuesta destaca las preocupaciones de los inversores sobre problemas a largo plazo como los costos de atención médica, la deuda nacional y las relaciones entre EE. UU. y China. A pesar de las incertidumbres, las acciones de EE. UU. se han mantenido resilientes, y los expertos advierten sobre realizar cambios a corto plazo que podrían comprometer los objetivos a largo plazo.
Janus Henderson Investors의 2024 투자자 설문조사는 정치적 불화의 증가를 향후 10년 동안 미국 투자자들의 주요 우려 사항으로 드러냅니다. 다가오는 대통령 선거는 인플레이션 및 금리에 대한 우려를 초월하며, 응답자의 78%가 재정에 미치는 영향에 대해 걱정하고 있습니다. 현재 자신의 재정 상황에 매우 만족하는 투자자는 42%에 불과하며, 이는 지난해 48%에서 감소한 수치입니다.
주요 발견 사항은 다음과 같습니다:
- 투자자의 33%가 지난 1년 동안 주식에서 현금 또는 고정 수익으로 자산을 이동했습니다
- 73%는 인공지능(AI)이 재정적 착취의 위험을 크게 증가시킨다고 믿습니다
- 43%는 포트폴리오에서 능동형 및 수동형 펀드의 균형 잡힌 혼합을 선호합니다
- 재정 고문이 있는 67%는 그 관계에 매우 만족하고 있습니다
설문조사는 건강 관리 비용, 국가 부채 및 미중 관계와 같은 장기적인 문제에 대한 투자자의 우려를 강조합니다. 불확실성에도 불구하고 미국 주식은 회복력을 유지하고 있으며, 전문가들은 장기 목표를 위태롭게 할 수 있는 단기적인 변화를 피할 것을 권고하고 있습니다.
Le sondage auprès des investisseurs de Janus Henderson Investors pour 2024 révèle que la discordance politique croissante est la principale préoccupation des investisseurs américains pour la prochaine décennie. Les prochaines élections présidentielles surpassent les inquiétudes concernant l'inflation et les taux d'intérêt, avec 78 % des répondants préoccupés par son impact sur leurs finances. Seuls 42 % des investisseurs sont très satisfaits de leur situation financière actuelle, en baisse par rapport à 48 % l'année précédente.
Les principales conclusions comprennent :
- 33 % des investisseurs ont déplacé des actifs des actions vers des liquidités ou des revenus fixes au cours de l'année écoulée
- 73 % estiment que l'IA augmente considérablement le risque d'exploitation financière
- 43 % préfèrent un mélange équilibré de fonds actifs et passifs dans leur portefeuille
- 67 % de ceux qui ont des conseillers financiers sont très satisfaits de leur relation
Le sondage met en lumière les préoccupations des investisseurs concernant des problématiques à long terme telles que les coûts de la santé, la dette nationale et les relations entre les États-Unis et la Chine. Malgré les incertitudes, les actions américaines sont restées résilientes, et les experts mettent en garde contre les changements à court terme qui pourraient compromettre les objectifs à long terme.
Die Investor-Umfrage 2024 von Janus Henderson Investors zeigt wachsende politische Spannungen als die größte Sorge der US-Investoren im kommenden Jahrzehnt. Die bevorstehenden Präsidentschaftswahlen überwiegen die Sorgen über Inflation und Zinssätze, wobei 78% der Befragten besorgt über die Auswirkungen auf ihre Finanzen sind. Nur 42% der Investoren sind mit ihrer aktuellen finanziellen Situation sehr zufrieden, ein Rückgang von 48% im letzten Jahr.
Zentrale Erkenntnisse umfassen:
- 33% der Investoren haben im letzten Jahr Vermögenswerte von Aktien in Bargeld oder festverzinsliche Anlagen umgeschichtet
- 73% glauben, dass KI das Risiko finanzieller Ausbeutung erheblich erhöht
- 43% bevorzugen eine ausgewogene Mischung aus aktiven und passiven Fonds in ihrem Portfolio
- 67% derjenigen mit Finanzberatern sind mit ihrer Beziehung sehr zufrieden
Die Umfrage hebt die Bedenken der Investoren hinsichtlich langfristiger Themen wie Gesundheitskosten, Staatsverschuldung und den Beziehungen zwischen den USA und China hervor. Trotz der Unsicherheiten haben sich US-Aktien als widerstandsfähig erwiesen, und Experten warnen davor, kurzfristige Veränderungen vorzunehmen, die langfristige Ziele gefährden könnten.
- None.
- None.
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)
View source version on businesswire.com: https://www.businesswire.com/news/home/20240903641129/en/
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Source: Janus Henderson Group
FAQ
What is the top investor concern for the next decade according to Janus Henderson's 2024 survey?
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