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How Do Investors Prepare for a Recession?

Explore ways you can support your clients during times of economic uncertainty.

How do investors respond to the threat of a U.S. recession? Recent speculation about the arrival of an economic downturn had people around the world grappling with this prospect. From reducing monthly spending to building emergency savings, investors were preparing for a recession in different ways—and in the process, looking for advice.

In this behavioral science report, we delve into how investors think and act in the face of a possible recession. As a financial advisor, gain insight into how to better guide your clients in times of economic uncertainty. 

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Research Library How Do Investors Prepare for a Recession?

What's Inside:

  • Discover how likely investors thought a recession would occur in 2023 and the actions they took to prepare.  

  • Understand to what extent investors thought their portfolios would be impacted and the advice they were looking for during this period.  

  • Get actionable recommendations for advisors on ways to support clients during periods of financial insecurity.  

Learn more about behavioral finance.

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