2026 Natixis Global Survey of Financial Advisors: Top 5 Macro Concerns for 2026 – Increase in Geopolitical Uncertainty, Inflation Spike, Global Trade Conflicts, Energy Market Disruption, Interest Rate Uncertainty, Top Reason for Equities – Higher Long-Term Growth Potential, Top Reason for Bonds – Unique Combination of Downside Protection & Liquidity, Top 5 Investor Mistakes – Reacting Emotionally to Headline, Unrealistic Return Expectations, Trying to Time Market / Chasing Returns, Focusing on Fees Instead of Returns, Ignoring Tax Implications, Top 5 Most Trusted Source by Investors – My Financial Advisor 91%, Own-Self 88%, Family 69%, Other Financial Advisors 68%, Banks 60%
23rd July 2026 | Hong Kong
Natixis Investment Managers ($1.5 trillion AUM) has released the 2026 Natixis Global Survey of Financial Advisors, providing key insights on financial advisors & investors. Top 5 Macro Concerns for 2026 – Increase in Geopolitical Uncertainty, Inflation Spike, Global Trade Conflicts, Energy Market Disruption, Interest Rate Uncertainty. Top Reason for Equities – Higher long-term growth potential. Top Reason for Bonds – Unique combination of downside protection & liquidity. Top 5 Investor Mistakes – Reacting emotionally to headline, Unrealistic return expectations, Trying to time the market / chasing returns, Focusing on fees instead of returns, Ignoring tax implications. Top 5 Most Trusted Source by Investors – My Financial Advisor 91%, Own-Self 88%, Family 69%, Other Financial Advisors 68%, Banks 60%. Average Age of Clients – Below & Age 45 37% / Above Age 45 63%. Advisor Retirement Insights 1 – Advisor retirements is an opportunity to grow their assets 77%. Advisor Retirement Insights 2 – Naming internal successor – 62%. Average Age of Advisors – Age 45. Top 3 Competition Landscape Today – Traditional financial professionals 54%, Automated advice platforms 23%. Top 3 Competition Landscape in 5 Years – Improved tools for self-directed investors (Eg. Generative AI) 43%, New entrants / disruptors (Eg. Neo-brokers) 25%. See below for key findings & summary | View report here
“ 2026 Natixis Global Survey of Financial Advisors: Top 5 Macro Concerns for 2026 – Increase in Geopolitical Uncertainty, Inflation Spike, Global Trade Conflicts, Energy Market Disruption, Interest Rate Uncertainty, Top Reason for Equities – Higher Long-Term Growth Potential, Top Reason for Bonds – Unique Combination of Downside Protection & Liquidity, Top 5 Investor Mistakes – Reacting Emotionally to Headline, Unrealistic Return Expectations, Trying to Time Market / Chasing Returns, Focusing on Fees Instead of Returns, Ignoring Tax Implications, Top 5 Most Trusted Source by Investors – My Financial Advisor 91%, Own-Self 88%, Family 69%, Other Financial Advisors 68%, Banks 60% “
![](https://www.caproasia.com/wp-content/uploads/2025/08/Air-Charter-Service-728x90-1.png")
2026 Natixis Global Survey of Financial Advisors: Top 5 Macro Concerns for 2026 – Increase in Geopolitical Uncertainty, Inflation Spike, Global Trade Conflicts, Energy Market Disruption, Interest Rate Uncertainty, Top Reason for Equities – Higher Long-Term Growth Potential, Top Reason for Bonds – Unique Combination of Downside Protection & Liquidity, Top 5 Investor Mistakes – Reacting Emotionally to Headline, Unrealistic Return Expectations, Trying to Time Market / Chasing Returns, Focusing on Fees Instead of Returns, Ignoring Tax Implications, Top 5 Most Trusted Source by Investors – My Financial Advisor 91%, Own-Self 88%, Family 69%, Other Financial Advisors 68%, Banks 60%
Natixis Investment Managers ($1.5 trillion AUM) has released the 2026 Natixis Global Survey of Financial Advisors, providing key insights on financial advisors & investors. See below for key findings & summary | View report here
2026 Natixis Global Survey of Financial Advisors
Summary:
- Top 5 Macro Concerns for 2026 – Increase in Geopolitical Uncertainty, Inflation Spike, Global Trade Conflicts, Energy Market Disruption, Interest Rate Uncertainty
- Top Reason for Equities – Higher long-term growth potential
- Top Reason for Bonds – Unique combination of downside protection & liquidity
- Top 5 Investor Mistakes – Reacting emotionally to headline, Unrealistic return expectations, Trying to time the market / chasing returns, Focusing on fees instead of returns, Ignoring tax implications
- Top 5 Most Trusted Source by Investors – My Financial Advisor 91%, Own-Self 88%, Family 69%, Other Financial Advisors 68%, Banks 60%
- Average Age of Clients – Below & Age 45 37% / Above Age 45 63%
- Advisor Retirement Insights 1 – Advisor retirements is an opportunity to grow their assets 77%
- Advisor Retirement Insights 2 – Naming internal successor – 62%
- Average Age of Advisors – Age 45
- Top 3 Competition Landscape Today – Traditional financial professionals 54%, Automated advice platforms 23%
- Top 3 Competition Landscape in 5 Years – Improved tools for self-directed investors (Eg. Generative AI) 43%, New entrants / disruptors (Eg. Neo-brokers) 25%
2026 Natixis Global Survey of Financial Advisors
1) Macro Outlook 2026
Top 10 Macro Concerns for 2026 2H:
- Increase in Geopolitical Uncertainty
- Inflation Spike
- Global Trade Conflicts
- Energy Market Disruption
- Interest Rate Uncertainty
- Continued AI Disruption
- Private Debt Crisis
- AI Bubble
- Jump in Unemployment
- Corporate Default Spike
2) Equities & Bonds
Top 6 Reasons for Equities:
- Higher long-term growth potential – 49%
- Growth potential that can outpace inflation – 44%
- Best combination of growth potential & liquidity – 37%
- Not having enough equity exposure can be a critical mistake – 31%
- Fixed income alone isn’t enough to meet their return targets – 30%
- Buying opportunities created by volatility – 28%
Top 6 Reasons for Bonds:
- Unique combination of downside protection & liquidity – 45%
- Important to diversify with different types of bonds – 43%
- Counterbalance to equities – 42%
- Predictable income – 41%
- Investors should also remember that yields are good, but prices matter – 34%
- Opportunity to lock in higher rates at a longer duration – 33%
3) Investors Insights
Top 9 Investor Mistakes:
- Reacting emotionally to headline – 58%
- Unrealistic return expectations – 50%
- Trying to time the market / chasing returns – 49%
- Focusing on fees instead of returns – 42%
- Ignoring tax implications – 36%
- Relying too much on home values as an asset -33 %
- Taking AI financial advice – 33%
- Overexposure to the Mag 7 – 33%
- Not having enough equity exposure – 31%
Top 10 Most Trusted Source by Investors:
- My Financial Advisor – 91%
- Own-Self – 88%
- Family – 69%
- Other Financial Advisors – 68%
- Banks – 60%
- Close Friends – 56%
- Retirement Plan Provider – 53%
- Financial Media – 43%
- Algorithms / AI – 40%
- Social Media – 17%
Average Age of Clients:
- Generation Z (Age 29 or below) – 11%
- Millennials (Age 30 to 45) – 26%
- Generation X (Age 46 to 61) – 34%
- Baby Boomers (Age 62 to 80) – 24%
- Silent Generation (Age 81 & above) – 6%
4) Younger Clients & Retirement for Advisors
Required Support for Advisors to Grow Business with Younger Clients:
- Specialized Planning Services for Younger Investors
- More Digital Tools
- AI Capabilities
- New Avenues for Prospecting (Social)
- Younger Advisors
- New Fee Model (Subscription or Tiered Packages)
- Sustainable Investments
- Private Assets
- Digital Assets
Advisor Retirement Insights:
- Advisor retirements is an opportunity to grow their assets – 77%
- Naming internal successor – 62%
- Merging with other firms – 17%
- Gradual earn-out with phased reduction in role – 11%
- Sale to external firm / buyer – 8%
Average Age of Advisors:
- United States – Age 56
- UK – Age 49
- Australia – Age 48
- Latin America – Age 39
- Global – Age 45
5) Competition
Competition Landscape Today:
- Traditional financial professionals – 54%
- Automated advice platforms – 23%
- New entrants / disruptors (Eg. Neo-brokers) – 15%
- Improved tools for self-directed investors (Eg. Generative AI) – 7%
Competition Landscape in 5 Years:
- Improved tools for self-directed investors (Eg. Generative AI) – 43%
- New entrants / disruptors (Eg. Neo-brokers) – 25%
- Automated advice platforms -19%
- Traditional financial professionals – 11%
6) Artificial Intelligence (AI)
Outlook on Artificial Intelligence (AI):
- Long runway for growth
- Will drive market growth for the next 20 years
- AI disruption will result in continued market volatility
- Social risk posed by AI is greater than the investment opportunity
- Signs we are already losing control of AI
- AI bubble will burst by the end of the year
2026 Natixis Global Survey of Financial Advisors
The Natixis 2026 Global Survey of Financial Advisors captures insights from 2,950 professionals across 23 countries, providing a global view of how advisors are navigating uncertainty, adopting new technologies, and positioning for growth. Natixis Investment Managers’ Global Survey of Financial Advisors was conducted by CoreData Research between March and May 2026. The survey included 2,950 respondents in 23 countries.
Caproasia Users
- Manage $20 million to $30 billion of assets
- Invest $3 million to $300 million
- Advise institutions, billionaires, UHNWs & HNWs
Caproasia Platforms | 11,000 Investors & Advisors
- Caproasia.com
- Caproasia Access
- Caproasia Events
- The Financial Centre | Find Services
- Membership
- Family Office Circle
- Professional Investor Circle
- Investor Relations Network
Monthly Roundtable & Networking
Family Office Programs
The 2026 Investment Day
- March - Hong Kong
- March - Singapore
- April - Hong Kong
- April - Singapore
- July - Hong Kong
- July - Singapore
- Sept- Hong Kong
- Sept - Singapore
- Oct- Hong Kong
- Nov - Singapore
- Visit: The Investment Day | Register: Click here
Caproasia Summits
- The Institutional Investor Summit
- The Investment / Alternatives Summit
- The Private Wealth Summit
- The Family Office Summit
- The CEO & Entrepreneur Summit
- The Capital Markets Summit
- The ESG / Sustainable Investment Summit
