Certitude Global Investing Intentions Index

December 2014

Current index: 178 About the Index

The Certitude Global Investing Intentions Index measures Australian investors’ current appetite for investing in overseas assets

The index is based on: Australian actively engaged investors (investors who have assets in addition to home and compulsory super); the relative proportion of investors intending to increase their exposure to overseas assets over the next quarter, relative to those intending to decrease overseas exposure; and figures above 100 indicate more prospective ‘buyers’ than ‘sellers’ of overseas assets.

This survey data was collected in December 2014 via online surveys (you can also view previous months’ CGIII results:).

Key Findings

#1
The CGIII went up slightly in December, from 172 in November to 178 in December. It also went up amongst HNW investors (from 186 in November to 193 in December) reaching its highest level since January 2014.

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#2
More investors say they need more international assets in their investment portfolio (44%, up 3% pts) compared to November; 26% think the Australian market will record healthy growth in the next 12 months (down 17% pts).

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#3
The net proportion of investors planning to invest in Australian shares decreased to 18% (down 10% pts). More investors want to gain international exposure via international shares (17%, up 4% pts).

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#4
18% of investors are interested in investing in developed markets over the next 12 months (up 10% pts).

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#5
Half of those interested in investing overseas would like to do so within 3 months (50%, up 9% pts).

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KEY FINDING #1

The CGIII went up slightly in December, from 172 in November to 178 in December. It also went up amongst HNW investors (from 186 in November to 193 in December) reaching its highest level since January 2014.

KEY FINDING #2

More investors say they need more international assets in their investment portfolio (44%, up 3% pts) compared to November; 26% think the Australian market will record healthy growth in the next 12 months (down 17% pts).

KEY FINDING #3

The net proportion of investors planning to invest in Australian shares decreased to 18% (down 10% pts). More investors want to gain international exposure via international shares (17%, up 4% pts).

KEY FINDING #4

18% of investors are interested in investing in developed markets over the next 12 months (up 10% pts).

KEY FINDING #5

Half of those interested in investing overseas would like to do so within 3 months (50%, up 9% pts).

Download Media Release About the CGIII »Visit Certitude Global Investments »Media Enquiries »

 

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