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世界の資産市場:COVID-19後

Global Wealth Market Post-COVID-19

発行 GlobalData 商品コード 949832
出版日 ページ情報 英文 43 Pages
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世界の資産市場:COVID-19後 Global Wealth Market Post-COVID-19
出版日: 2020年07月10日 ページ情報: 英文 43 Pages
概要

COVID-19により、世界の資産市場は2020年に7%減少する見通しです。回復には時間がかかり、国によって異なります。ただし、2021年中には回復し、世界のリテール貯蓄・投資市場は10%増加すると予測されています。

当レポートでは、2020年以降の資産市場に対するCOVID-19の影響について調査分析し、個人の数と流動資産の価値の両方で市場規模を決定し、投資家が好む資産クラス、投資家の選好について、体系的な情報を提供しています。

目次

目次

第1章 エグゼクティブサマリー

第2章 規模と予測

  • 世界の資産市場は、2020年に7%の減少、8兆3000億米ドルを失う
  • 世界のリテール貯蓄・投資市場は、2020年に7%の減少
  • 世界のリテール貯蓄・投資の動向
  • COVID-19後の資産市場における主要問題

第3章 地域別の市場分析

  • 北米の資産市場は、2020年の危機で最も影響を受ける
  • 米国の投資家は、2020年の危機でどの国よりも苦しむ
  • 多くの市場は、この経済危機の影響を受ける
  • COVID-19パンデミックは、Brexit決定の経済的影響を一掃する
  • ドイツの投資家による安全な避難先商品に対する強い選好
  • イタリアの資産市場は、2020年に停滞
  • ロックダウンと渡航禁止令は、スペインに深刻な影響を与える
  • 原油価格戦争とCOVID-19パンデミックは、UAEの投資市場に深刻な影響を与える
  • ウイルスの発生地であるにもかかわらず、アジア太平洋地域の被害は最も少ない

第4章 付録

図表

List of Figures

List of Figures

  • Figure 1: The affluent wealth market will decline by over $10tn in 2020
  • Figure 2: Retail investors hold the majority of their portfolio in deposits
  • Figure 3: Both the number of HNW individuals and their liquid wealth will decrease by 11% in 2020
  • Figure 4: Asia Pacific is the most risk-averse region
  • Figure 5: The global retail savings and investments market is expected to decline by 7% in 2020
  • Figure 6: Selected COVID-19 metrics as of May 2020
  • Figure 7: The oil price dipped below zero in April 2020 but rebounded quickly
  • Figure 8: A rapid recovery from the recession is not forecast by most industry watchers
  • Figure 9: Concern over COVID-19 has been notable since the crisis started, which means higher deposit growth
  • Figure 10: Equities will take the biggest hit in 2020, declining by 26%
  • Figure 11: Worldwide daily new coronavirus cases surpassed 130,000 on June 2, 2020
  • Figure 12: North America's retail savings and investments market will decrease by 15% in 2020
  • Figure 13: The majority of the global retail savings and investments market is held in less riskyasset classes
  • Figure 14: Equity balances in the US will decrease by 30%
  • Figure 15: Safe haven asset classes will increase their share of the UK retail savings and investments market in 2020
  • Figure 16: German deposit balances are expected to increase by 9%
  • Figure 17: In Italy, only deposit balances will increase in 2020 compared to2019
  • Figure 18: Spain's equity balances will decrease by 22% in 2020
  • Figure 19: Asia Pacific's liquid assets will decline by 1.5%
  • Figure 20: Equity balances are expected to decrease by 17% in 2020
目次
Product Code: GDFS0262IA

The global wealth market will decline by 7% in 2020 due to the coronavirus. The pandemic has forced worldwide markets into lockdown, which will result in severe economic downturn. HNW individuals will be hurt the most due to their appetite for riskier asset classes, which have experienced declines mirroring the 2007-09 recession.

Returns from all asset classes will be low as stock markets have crashed, interest rates are nearing 0%, and emergency government support is reducing yields from other fixed-income products. Recovery is expected to be slow, and will differ from country to country. However, we do predict that 2021 will be the bounce back year, with the global retail savings and investments market set to increase by 10%.

This report explores the impact of COVID-19 on the wealth market from 2020 onwards. It sizes the wealth market both by number of individuals and the value of their liquid assets using GlobalData's proprietary datasets, analyzes which asset classes are favored by global investors, and examines how their preferences will impact the growth of the total savings and investments market.

Scope

  • HNW individuals will see their liquid wealth reduce by 11% in 2020 - an approximate loss of $5.2tn.
  • Global equity balances will see the largest fall with a 26% decline in 2020 as global stock markets crashed in mid-March, mirroring positions seen during the last global recession.
  • US investors will suffer the most in 2020 due to their preference for risky asset classes that have been severely damaged.

Reasons to Buy

  • Benchmark your share of the global wealth market against the current market size.
  • Forecast your future growth prospects using our revised projections for the market to 2021.
  • Identify your most promising client segment by analyzing the penetration of affluent individuals globally.

Table of Contents

Table of Contents

1. EXECUTIVE SUMMARY

  • 1.1. The global wealth market will suffer due to the coronavirus pandemic
  • 1.2. Key findings
  • 1.3. Critical success factors

2. SIZING AND FORECASTING

  • 2.1. The global wealth market will decline by 7% in 2020, losing $8.3tn
    • 2.1.1. Wealth managers headed into 2020 after a strong showing in 2019
    • 2.1.2. HNW investors will see their wealth reduce by 11% in 2020
    • 2.1.3. Retail investors' preference for safe haven assets will protect them from drastic declines
    • 2.1.4. HNW wealth will increase by $7tn in 2021 following the 2020 crash
    • 2.1.5. Mass affluent investors will hold up better but will see less of a bounce back
  • 2.2. The global retail savings and investments market is expected to contract by 7% in 2020
    • 2.2.1. The run-up in equities' value means the fall in 2020 is more pronounced
  • 2.3. Global retail savings and investments trends
    • 2.3.1. Global equity balances will suffer significantly, declining by 26% in 2020
    • 2.3.2. Despite their diversification benefits, mutual funds will alsosuffer in this economic crisis
    • 2.3.3. Investors will fly to safety, increasing deposit balances by 8% in 2020
    • 2.3.4. Bonds will see the largest growth of any core asset class, increasing by 9% against 2019
    • 2.3.5. The global reach of the pandemic has reduced investor appetite to offshore wealth
  • 2.4. Key issues in a post-COVID-19 wealth market
    • 2.4.1. Expansion plans will need COVID-19 contingency planning for future waves and disruption
    • 2.4.2. Certain industries will be harder hit than others, requiring differentiated strategies
    • 2.4.3. Expanding advisor count and adapting to the new normal of working from home
    • 2.4.4. Expanding advisor numbers by acquiring smaller or weaker rivals wouldprove beneficial
    • 2.4.5. Greater competition from robo-advisors means different competition dynamics

3. GEOGRAPHICAL ANALYSIS

  • 3.1. The North American wealth market will suffer most during the 2020 crash
    • 3.1.1. HNW North Americans will bear the brunt of the 2020 contraction
    • 3.1.2. The global retail investments market will decline by 7% but North America's fall will be almost twice as high
  • 3.2. US investors will suffer the most of any country in the 2020 crash
    • 3.2.1. Both mass affluent and HNW investors in the US will see their wealth decline by 15%
    • 3.2.2. The US retail savings and investments market is expected to decrease by 15%
  • 3.3. Despite European investors' affinity forsafe haven assets, many markets will suffer in this economic crash
  • 3.4. The coronavirus pandemic will wipe out anypositive economic impact of theBrexit decision
    • 3.4.1. The UK wealth market will decline by 2%
    • 3.4.2. The UK retail savings and investments market will shrink by 2% in 2020
    • 3.4.3. All sectors of UK wealth management will suffer, but players with strong digital channels will be best placed to succeed
  • 3.5. German investors' strong preference for safe haven products will keep wealth growth in positive territory
  • 3.6. Italy's wealth market will stagnate in 2020
    • 3.6.1. The overall Italian retail savings and investments market will experience 0.2% growth
  • 3.7. Lockdowns and travel bans will severely impactSpain as the country depends on tourism and hospitality to boost the economy
    • 3.7.1. Spain's overall retail savings and investments market will increase by 1% due to the strong preference for deposits
  • 3.8. The oil price war and the coronavirus pandemic will have a severe impact on the UAE investment market
    • 3.8.1. The UAE has a strong preference for deposits, which will keep growth on the up in 2020
  • 3.9. Asia Pacific will suffer the least despite being the origin of the virus
    • 3.9.1. Asia Pacific's wealth markets will continue to expand in 2020,although growth will be down
    • 3.9.2. Australia will suffer one of the worst impacts in Asia Pacific with an outright decline in wealth
    • 3.9.3. China is likely to lead the region out of the recession with a relatively strong market
    • 3.9.4. Hong Kong's successful response to the pandemic has been overshadowed by its complex and evolving relationship with the mainland
    • 3.9.5. India's retail savings and investments market will experience 0% growth for the first time since the globalfinancial crisis
    • 3.9.6. Singapore's wealth market has been set back

4. APPENDIX

  • 4.1. Abbreviations and acronyms
  • 4.2. Definitions
    • 4.2.1. Affluent
    • 4.2.2. HNW
    • 4.2.3. Liquid assets
    • 4.2.4. Mass affluent
  • 4.3. Secondary sources
  • 4.4. Further reading