Abstract
Introduction
In today' s market downturn it is crucial to understand retail investors' asset
allocations. This report analyzes Belgian retail balances in deposits, mutual
funds, equities and bonds, including relative market share by product,
historic growth and forecasts.
Scope
*Belgian retail savings and investments market
*Segmented by deposits, mutual funds, direct investment in equities and direct
investment in bonds
*5 years historic and 5 years forecast data
Highlights
The total retail savings and investments balance in Belgium was EUR527,691m in
2007, growing at a Compound Annual Growth Rate (CAGR) of 4.1% over the 200407
period.
Deposits accounted for a major part of the Belgian retail savings and
investments balance, with a 42.1% share in 2007. Mutual funds accounted for
24.6% of the balances, in 2007.
Reasons to Purchase
*Assess the relative size and industry dynamics in each of the Belgian savings
and investment markets to clearly identify key strategic issues
*Access independent forecasts of Belgian savings and investment markets to
identify countries and product sectors for future investment
Table of Contents
TABLE OF CONTENTS
OVERVIEW 1
Catalyst 1
Summary 1
INTRODUCTION
5
BELGIUM – RETAIL SAVINGS AND INVESTMENTS MARKET 6
Retail
savings and investments balances (€m), 2004–13 6
Annual growth
in retail savings and investments balances (€m), 2004–13 11
RETAIL SAVINGS AND INVESTMENTS MARKET COMPARISON – BELGIUM AND WESTERN
EUROPE 16
Overall comparison, 2004–13 16
Market share comparison
by country, 2007 20
Share of Belgium in Western Europe, by asset type,
2004–13 22
APPENDIX 24
Definitions 24
Historic Data
Collection 24
Forecasting Methodology 26
Further reading 27
How to
contact experts in your industry 27
Disclaimer 27
LIST OF
FIGURES
Figure 1: Retail savings and investments market, Belgium, by asset
type (€m), 2004–07 6
Figure 2: Retail savings and investments
balances, Belgium, by asset type (€m), 2008–13 9
Figure 3:
Annual growth in retail savings and investments balances, Belgium, by asset
type (€m), 2004–07 11
Figure 4: Annual growth in retail
savings and investments balances, Belgium, by asset type (€m),
2008–13 13
Figure 5: Retail savings and investments balances,
Belgium and Western Europe comparison (€m), 2004–07 16
Figure
6: Retail savings and investments balances, Belgium and Western Europe
comparison (€m), 2008–13 18
Figure 7: Retail savings and
investments balances, Western Europe, shares by country (%), 2007 20
LIST OF TABLES
Table 1: Retail savings and investments balances, Belgium,
by asset type (€m), 2004–07 7
Table 2: Retail savings and
investments balances, Belgium, by asset type (%), 2004–07 8
Table 3:
Retail savings and investments balances, Belgium, by asset type (€m),
2008–13 10
Table 4: Retail savings and investments balances,
Belgium, by asset type (%), 2008–13 10
Table 5: Annual growth in
retail savings and investments balances, Belgium, by asset type (€m),
2004–07 12
Table 6: Annual growth in retail savings and investments
balances, Belgium, by asset type (%), 2004–07 12
Table 7: Annual
growth in retail savings and investments balances, Belgium, by asset type
(€m), 2008–13 14
Table 8: Annual growth in retail savings and
investments balances, Belgium, by asset type (%), 2008–13 15
Table
9: Retail savings and investments balances, Western Europe and Belgium
comparison (€m), 2004–07 17
Table 10: Retail savings and
investments balances, Western Europe, by asset type (€m), 2008–13
19
Table 11: Retail savings and investments balances, Western Europe,
shares by country (%), 2007 21
Table 12: Retail savings and investments
balances, share of Belgium in Western Europe, by asset type (%), 2008–13
22
Table 13: Retail savings and investments balances, share of Belgium in
Western Europe, by asset type asset type (%), 2008–13 23
Retail Savings and Investments in Belgium to 2013 published by Datamonitor in September 14, 2009. This report consists of Pages:27 and the price starts from US $ 895.