WEF – Global Retail Investor Outlook, Mar 2025

The main theme of the report is the transformation of global capital markets with a focus on integrating individual investors into the financial ecosystem.

The report explores how markets are becoming more accessible to individual investors, traditionally limited to institutional and professional participants. The study covers 13,000 individuals in 13 countries and analyzes key trends such as demographic changes among retail investors, the impact of market cycles and inflation, innovations in products and platforms, and the role of artificial intelligence and technological changes in retail investing. The findings emphasize the need for improved education, access, and trust for retail investors, as well as a demand for enhanced access to financial advice.