Certitude Global Investing Intentions Index

February 2015

Current index: 186 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 February 2015 via online surveys (you can also view previous months’ CGIII results:).

Key Findings

#1
The CGIII continues to increase, with high net worth investors reaching its highest level since inception in 2013

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#2
44% (steady) of investors say they need more international assets in their investment portfolio.

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#3
Interest in investment in the US and Western Europe markets decreased significantly, while interest in Asia increased.

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#4
The proportion of those interested in investing in equities for their overseas exposure increased significantly in February (91%, up 6% pts)

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#5
Exchange rate volatility (26%, up 4% pts) was the most commonly cited barrier to investing overseas.

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KEY FINDING #1

The CGIII continues to increase, with high net worth investors reaching its highest level since inception in 2013.

KEY FINDING #2

Nearly half of investors (44%, steady) say they need more international assets in their investment portfolio, whereas only about a fourth (28%) of investors believe that Australia’s economy will record healthy growth in the next 12 months, down from 32% last month.

KEY FINDING #3

Interest in investment in the US and Western Europe markets decreased significantly, while interest in Asia increased.

KEY FINDING #4

The proportion of those interested in investing in equities for their overseas exposure increased significantly in February (91%, up 6% pts)

KEY FINDING #5

Exchange rate volatility (26%, up 4% pts) was the most commonly cited barrier to investing overseas

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

 

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