June 17, 2016
Investors, especially millennials, have unrealistic expectations about annual returns: study
    Investors, especially millennials, have unrealistic expectations about annual returns: study The average stock market yield globally is only 3.8%, but Americans expect 11% annually Jun 16, 2016 @ …

Read more

 

 


Investors, especially millennials, have unrealistic expectations about annual returns: study

The average stock market yield globally is only 3.8%, but Americans expect 11% annually

Jun 16, 2016 @ 11:21 am | By Bloomberg News

Incredibly optimistic. That’s the attitude of investors around the world toward the minimum annual income they want from their investments.

The average expectation in a recent survey: 9.1%. Americans and millennials set the bar highest, at 11.1% and 10.2%, respectively.

The average stock market yield globally: 3.8%. And benchmark interest rates in major developed markets are at 0.5% or lower — or negative.

The expectations of financial advisers also appear high, according to the new global investor study by asset manager Schroders. The study, which surveyed 20,000 investors across 28 countries, found that advisers around the globe wanted to generate a minimum of 7.9% a year for clients — lower than what the investors wanted but still high given the low interest rates. U.S advisers cited 5% as their target for annual investment income.

Article Located Here

Recent

Continuous Offering NTR NAV and Return Data

Continuous Offering NTR NAV and Return Data

Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices.

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now