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Main portfolio adjustments made by wealthy investors in the United States because of low interest rates in 2020

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Source

Release date

October 2021

Region

United States

Survey time period

2020

Number of respondents

6,550 respondents

Special properties

Investors who made adjustments to their financial plan as a result of low interest rates

Method of interview

Online survey

Supplementary notes

Multiple answers were possible.
Wealthy investors are considered by the source as those with a net worth of at least 100,000 U.S. dollars.

Citation formats

Wealthy investors' portfolio adjustments due to low interest rates in the U.S. 2020

Published by K. Scholle, Nov 9, 2021
In 2020, roughly * of wealthy investors in the United States made adjustments to their financial plan because of the low interest rates induced by the coronavirus (COVID-19) pandemics. Among them, almost half decided to increase their equity investments, while ** percent of the respondents invested more in higher yielding fixed income products.
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Interest Rates Gross Domestic Product (GDP) worldwideInflation worldwideGlobal economyBanking in the U.S.
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