World Economic Forum: The 2024 Global Retail Investor Outlook Report

Global capital markets have undergone a sustained fundamental shift, increasingly integrating individual investors into the financial ecosystem. This transformation has revolutionized how markets operate, establishing more accessible pathways for individuals to participate in spaces traditionally reserved for institutional and professional investors. What was once a domain exclusive to professional and institutional investors has continued to evolve and become more democratized, allowing individuals across the wealth spectrum the opportunity to see their savings benefit from the broader prosperity of the economy. As changes in demographics, market conditions and technology continue to shift, the challenges and considerations for individuals are evolving; understanding individual investors’ behaviours, preferences and needs becomes more crucial than ever.

This paper explores the ways that investing can be a tool for achieving financial goals by empowering individuals to grow their wealth by participating in capital markets rather than relying on traditional savings alone. Motive Partners is a Partner of the World Economic Forum and key content collaborators and contributors to this report. Read on to learn more about the collaborative efforts to provide actionable insights for a more inclusive and sustainable financial future.