Investors worldwide were concerned about global uncertainty and inflation before Trump's tariffs

From Morningstar: 2025-06-19 08:36:00

70% of retail investors worldwide were already worried about global uncertainty impacting their finances before Trump’s tariffs shook stock markets. A survey of more than 7,000 individual investors revealed that only 53% were comfortable taking risks to achieve their long-term investment goals.

Investors are bracing for potential market turbulence, with 35% optimistic about continuing 2024’s rally and 21% sensing the end is near. Inflation and taxes are major concerns, with rising prices affecting savings and earnings. Investors are increasingly prioritizing after-tax returns and tax burden management in financial planning.

Investors are lowering return expectations for 2025, aiming for 7.3% net of inflation compared to 10.4% last year. Nearly half fear the negative impact on their portfolio if the market falters. Balancing return aspirations and risk tolerance is crucial in the current unpredictable environment.

Despite Bitcoin reaching $100,000 in December 2024, many investors remain cautious about cryptocurrencies. 32% hold crypto assets, with 51% believing Bitcoin will hit another all-time high in 2025. New vehicles like crypto ETFs are seen as potential opportunities for investment in the asset class.



Read more at Morningstar: Investors Were Wary Even Before Trump’s Tariffs