# Insights Read our latest reports, media coverage, video series, and podcasts. ## Why it matters? Investing in capital markets could enable individuals to grow their wealth over the long term, more than savings alone can do. It can enable people to take ownership of their financial future, not only to ensure retirement and financial resilience, but also to build wealth for long-term goals. ## Our reports ### 2024 Global Retail Investor Survey In 2024, the World Economic Forum in partnership with Robinhood and the Boston Consulting Group, launched the second edition Global Retail Investor Survey in thirteen markets. Findings demonstrate the sustained transformation of capital markets driven by retail investors. [Read the report](https://www.weforum.org/publications/global-retail-investor-outlook-2025/) ### Future of Financial Advice Financial advice can serve as important tool in empowering financial well-being. As the world experiences technological advancements, demographic shifts and evolving consumer expectations, this paper explores how financial advice is undergoing a transformation. [Read the report](https://www.weforum.org/publications/the-future-of-financial-advice/) ### Broadening Access to Private Markets Individuals have generally been excluded from investing in private markets as an asset class. This paper explores the opportunties and challenges with broadening access to private markets for retail investors. [Read the report](https://www.weforum.org/publications/broadening-access-to-private-markets/) ### 2022 Global Retail Investor Survey In 2022, the World Economic Forum in partnership with BNY Mellon, launched the Global Retail Investor Survey in nine markets. Findings show gaps and opportunities in terms of access, education and trust in financial markets globally. [Read the report](https://www.weforum.org/publications/the-future-of-capital-markets-democratization-of-retail-investing/) ## Our media coverage ## Featured Content ### Will Gen Z’s Financial Trauma Make It More Cautious? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. ### Less financial stability, smaller social safety nets: inside the gen Z investing boom Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. ### How’d the kids get so savvy at investing? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.morningbrew.com/stories/2026/04/12/how-d-the-kids-get-so-savvy-at-investing) ### Gen Z's pursuit of the #RichTok lifestyle sends them to social media for investing advice Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://fortune.com/2026/01/16/gen-z-richtok-social-media-stock-market-investing/) ### From “Man in a Tie” to AI Chatbots: Shift in Financial Communication Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. ### Individual investors are becoming the ‘I’ in IPO Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.morningbrew.com/stories/2025/09/13/individual-investors-are-becoming-the-i-in-ipo) ### Is Gen Z the most investment-savvy generation? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.bbc.com/audio/play/w3ct6s71) ### Investing in NextGen WealthTech Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://open.spotify.com/episode/6vetmKt8tCjT65QYQ66o3a?si=GcDZ9rrATL-n6ALXa6i5iQ) ### Millennials and Gen Z Are Using AI for Investment Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.sify.com/ai-analytics/millennials-and-gen-z-are-using-ai-for-investment-how-prudent-is-it/) ### The rise of retail Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. ### Crypto over stocks? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.cnbctv18.com/market/cryptocurrency-stocks-retail-investors-digital-assets-world-economic-forum-survey-19579734.htm) ### Rachel Reeves’ Isa reforms must be designed with Gen Z in mind Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.ft.com/content/c23a68f5-e1b0-4a3d-8dc3-ac61a9c58ce2) ### A third of Gen Z invest by ‘early adulthood’, poll finds Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.ft.com/content/fe28b535-0a92-42c2-90fc-50f1bee2dabc) ### Shift towards younger investors Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.fortuneindia.com/markets/shift-towards-younger-retail-investors-reshaping-market-trends-wef/121398) ### 30% of GenZ begin investing in university, early adulthood: WEF Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.businesstoday.in/personal-finance/investment/story/30-percent-of-genz-begin-investing-in-university-early-adulthood-wef-469478-2025-03-26) ### Would you trust AI with your money? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.cnbctv18.com/personal-finance/ai-led-investments-genz-millennials-savings-world-economic-forum-survey-19579844.htm) ### Crypto Becomes a Staple for Millennial and Gen Z Investors Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. ### Younger investors are reshaping retail investor trends Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.wealthprofessional.ca/news/industry-news/younger-generations-are-shaping-retail-investing-trends-including-crypto-and-ai-says-wef/388755) ### The Future of Financial Advice Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://www.assettv.com/player/default-player/9f03d949-18a1-4262-ac2f-d920f7cf33b9) ### Future of Financial Advice with Yahoo TV Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit. [Read more](https://urldefense.com/v3/__https://finance.yahoo.com/video/musk-trump-preparing-soft-landing-180520242.html__;!!Im8kQaqBCw!sXEqRwoK-F1jI2nwotwt6vWXGo0-zxjzgSDFG0FA26HES6VHzeb8sv5-62hrL9vFIU2T-a5X1E0Y83OK5d7G4hN2TDI$) *...and 5 more items* ## Financial Literacy Month For Financial Literacy Month, we collaboratively created articles and videos with many stakeholders—financial institutions, policymakers, community leaders, and technology innovators—to raise awareness on financial literacy and to help boost sustainable participation in capital markets. *Featured content group* ## Video series and podcasts ### Retail investing isn’t what it used to be. A new generation of #investors—from Gen Z and emerging markets to historically underrepresented voices—is reshaping global #finance from the ground up.Swipe through for the key trends redefining who invests, how they invest—and why it matters. [Watch here](https://www.instagram.com/p/DH3rRTVolqQ/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==) ### This is not financial advice. A new, critically acclaimed documentary follows the fortunes of online investors, including one who made - and lost - $3 million in cryptocurrency. The director of This Is Not Financial Advice hopes his movie will help people understand the risks and potential benefits of investing, and how they can educate themselves. ### The Future of Capital Markets Video Series The Future of Capital Markets profiles global thought leaders on how capital markets can become more accessible to retail investors.Each of the six episodes explores topics such as the democratization of retail investing, leveraging technology for access, educating retail investors, building trust in capital markets and the future of retail investing. ### Financial Advice is helping more people than ever. Here's how. Financial advice is helping more people than ever. Expert Meagan Andrews from the World Economic Forum's Centre for Financial and Monetary Systems explains how innovation is democratizing access to finance. ### Apps, bots and 'finfluencers': How to navigate the changing world of investing To find out more about the big changes happening in financial markets and the way individuals approach them, this podcast talks to Steph Guild, CFA and Head of Investment Strategy at Robinhood Financial, and to Laura Astorino, a Managing Director at Accenture.