High-rise Buildings

Positive and Negative Investing Trends

Investing is changing rapidly.

The demographic of those who invest has changed.

The products they are investing in have changed.

The channels of distribution have changed.

Unfortunately, not all these trends are positive.

Here are some major positive and negative trends.

Investment Trends Infographic

1 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf

2 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf

3 https://www.pwc.com/gx/en/industries/financial-services/publications/etf-2026-the-next-big-leap.html

4 https://finance.yahoo.com/news/index-fund-assets-exceed-active-fund-assets-120639243.html

5 https://www.bloomberg.com/professional/blog/passive-likely-overtakes-active-by-2026-earlier-if-bear-market/

6 https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-mid-year-2022.pdf

7 https://www.nasdaq.com/articles/alts-for-all%3A-the-growth-of-alternative-investments-explained

8 https://www.forbes.com/sites/forbesfinancecouncil/2022/02/09/three-investment-trends-to-watch-in-2022/?sh=6da7f3f5f668

9 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html

10 https://www.evidenceinvestor.com/alternative-investments-have-been-useless-since-2007/

11 https://www.bankrate.com/investing/investing-trends-right-now/

12 https://www.finra.org/investors/insights/concentration-risk

13 https://www.grandviewresearch.com/industry-analysis/metaverse-market-report#:~:text=The%20global%20metaverse%20market%20size,USD%2038.85%20billion%20in%202021.

14 https://www.finra.org/investors/insights/concentration-risk

15 https://explodingtopics.com/blog/investment-trends

16 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html

17 https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12841

18 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3725828

19 https://explodingtopics.com/blog/investment-trends

20 https://www.bloomberg.com/news/articles/2021-02-06/robinhood-traders-have-a-troubled-track-record-of-stock-picking

21 https://www.investopedia.com/terms/t/transactioncosts.asp#:~:text=Transaction%20costs%20diminish%20returns%2C%20and,ratios%2C%20have%20the%20same%20effect

22 https://work.chron.com/average-return-day-trader-can-expect-29933.html

Daner Wealth CTA Banner

At Daner Wealth, we limit our investing recommendations to low-cost index funds and exchange traded funds. We focus on asset allocation, global diversification and reducing or eliminating taxes. Our recommendations are based on sound academic principles. 

Trending

Know the types of deferred compensation plans and the pros and cons in this article.

Financial abuse often accompanies domestic violence, silently entrapping victims through manipulation and control over finances. This comprehensive guide delves into the insidious nature of financial abuse, offering insights into recognizing signs, understanding its impact, and seeking assistance. Discover how a knowledgeable financial advisor can play a vital role in protecting against financial abuse and empowering victims to regain control of their lives

A discussion of the pros and cons of factor-based investing.

TriangleBackgroundTriangle
Image
Financial Security Starts Here