2016

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2016 年施羅德全球投資人調查─投資成果

2

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2016 年施羅德全球投資人調查─投資成果

2016

,

20

9.1

—

3 4

5 ——

1

2016 年施羅德全球投資人調查─投資成果

4

——

—— 20 30

23

1 231,843 ——

2003 65 ——

45

44 ( )

43 13

12

2 Ritholtz Wealth Management 1927 2014 500 5

88 10 94 20

3.2 18

5 31 12

3

4 4.5

4.3

52 4

1 http://www.cebr.com/ 2 http://awealthofcommonsense.com/2015/03/whats-considered-long-term-in-the-stock-market/ 3 http://www.theinvestmentassociation.org//assets/files/research/2015/20150914-ams2014-2015-fullsurvey.pdf (Figure 61)

2016 年施羅德全球投資人調查─投資成果

5

—

—— 5

9.1

7.9

18

10 7 20 49

2 5 29 2 5 16 15

—

3% 7%

13%

15%

14% 10%

17%

6%

15%

不到6個月

6-12個月

1-2 年

2-3 年

3-4 年

4-5 年

5-10年

超過 10 年

無特定期間

2016 年施羅德全球投資人調查─投資成果

6

—— —— 0.5

2016 5 10 2 ——

MSCI World 3 FTSE All-Share 4 Barclays Equity

Gilt 4 100 5.1 1.2

——

9.1 20 200 135,286 4

73,354

21 10 10 13 30

—

21 ONS5

2012 2014 65

18 20

4 https://wealth.barclays.com/en_gb/smartinvestor/better-investor/investing-lessons-from-114-years-of-data.html 5 https://www.ons.gov.uk/peoplepopulationandcommunity/birthsdeathsandmarriages/lifeexpectancies

10%

16%

26% 20%

15%

13%

2016 年施羅德全球投資人調查─投資成果

7

10 7.9

—

7.8 7.5 7.5 (

)

11 9

8.4 —— —— 6.9

7.9 7.8

—— 11 9

Y Deloitte 6

—— 1980 2000 ——

6 http://www2.deloitte.com/global/en/pages/about-deloitte/articles/millennialsurvey.html

2016 年施羅德全球投資人調查─投資成果

8

2016

1 2.7 3.9

41 12

——

—— ——

—— ——

21.5 21

10.2 8.4 41

60 10 20 13 15

—

FED

1 8

9

2016

2016

Schroders Research Plus Ltd 2016 3 30 4 25 28

20,000

12 10,000 5

5 108 9 www.schroders.com.tw

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