Volume 11:
The Changing Wealth of Nations

Articles in Volume 11

• Alternatives

  Once the "don't know" responses are stripped out, the majority of respondents think that private equity and hedge funds will do well over one and five-year horizons.

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• Asset class forecasts

  There is an enduring faith in equities and property - although wealthy individuals are considerably more pessimistic on the former than institutional investors.

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• Attitudes to investment

  A degree of investor caution remains after the downturn. But wealthy individuals remain engaged with the markets, and demonstrate a considerable degree of self-reliance.

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• Attitudes to wealth: social involvement

  With the continuing rise of the emerging markets, the focus on the social implications of wealth may deepen, along with an interest in philanthropy.

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• Equities

  There is enthusiasm for equities on both a one-year and five-year horizon, although on a country-by-country basis, history plays some role in such judgements.

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• Executive summary

  Significant geographic variations exist regarding wealthy individuals' views on economic prospects, on spending and investment priorities, and on the meaning of wealth.

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• Global and local economic prospects

  Views on the prospects of global economic recovery vary from region to region, with those in Europe and the US most downbeat. The wealthy appear more gloomy than most professional economists.

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• Impact of the downturn on the wealthy

  In terms of net wealth, the European wealthy have been the worst affected by the recent downturn; those in Asian and other emerging markets appear more positive.

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• Introduction

  This report, based on a survey of more than 2,000 high net worth individuals, looks at what it means to be wealthy, and how investment attitudes and priorities are changing.

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• Looking forward

  The downturn may have prompted many to think about what wealth means. The emerging markets' wealthy will play an increasingly important role in shaping global attitudes to wealth in the years to come.

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• Property

  Property's appeal remains multi-faceted, and two-thirds of respondents thought that it would do well on a five-year horizon. But recent experiences have induced some caution in certain countries.

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• Society: the example of climate change

  Asia Pacific and Latin American respondents are much more concerned about climate change than those in Europe and the US. There are good reasons why "green" investments may appeal to the wealthy.

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• The “young wealthy”

  Younger respondents are much more likely to spend a lot of time managing their portfolios, but a hard-headed approach to investment can be matched by concern about social issues.

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• The engaged investor

  Individual case studies suggest that investors are indeed taking a much more engaged approach to investment, paying closer attention to how their wealth is managed.

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• The meaning of wealth

  Different regions have different views on the meaning of wealth. Asians continue to see it as source of respect, Europeans give personal spending higher priority while the US places more emphasis on charitable giving.

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• Women: different attitudes to investment

  There are some intrinsic attitudinal attitudes between women and men. Wealth managers should be aware of these, and pay attention to the clarity of information provided.

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