Investors Looking to Alternatives for Growth Opportunities in 2013, EverBank
Retail Investor Survey Finds
Precious Metals, Currencies and International Equities Favored
JACKSONVILLE, Fla., Feb. 25, 2013
JACKSONVILLE, Fla., Feb. 25, 2013 /PRNewswire/ --Investors believe U.S.
equity markets will continue to perform well in 2013 but a majority are
looking to alternative global investments, including metals, currencies and
foreign equities, to diversify their portfolios and improve financial
performance, concludes EverBank's new Global Investment Opportunities Retail
EverBank, the retail banking division of EverBank Financial Corp (NYSE: EVER),
polled more than 300 individual investors at The World MoneyShow Orlando
between Jan. 31 and Feb. 1, to identify investment opportunities and
sentiments around the globe.
Opportunities in the U.S. vs. Abroad
More than half (52 percent) of survey respondents said they are looking
outside traditional U.S. equities for performance in 2013. Of those
investors, 21 percent have their eyes on precious metal investment
opportunities and another 21 percent see the greatest opportunity in
international equities. Seven percent of survey respondents anticipate
currencies will offer the greatest upside this year and 3 percent are looking
at international fixed income.
Further highlighting investors' increasing focus on opportunities outside the
United States, two-thirds of survey respondents said they believe
international investment positions have become more important in their
portfolios than they were five years ago.
"Investors today are realizing the importance of a well-diversified portfolio
and appreciate that it's not as simple as having the right balance between
equities and fixed income assets," said Frank Trotter, President of EverBank
Direct. "Alternative assets like precious metals and currencies are more
important than ever as investors look for ways to find better yields in a
low-interest-rate environment and still-fragile global economic environment.
We're seeing increased demand in products that give investors exposure to
those diverse asset classes, but we believe that many investors can do more to
diversify. The reality is diversification is not as difficult or complex as
many people believe, and we're seeing a growing awareness of the importance of
building investment portfolios that include traditional U.S. equities,
traditional fixed-income assets and a wide range of more non-traditional
Finding Value in a Low Interest Rate Environment
With record low interest rates holding steady, investors must decide how to
manage their portfolios, according to EverBank. When asked to identify the
strategy they would most likely pursue during this low rate environment,
investors were fairly divided:
oThirty-one percent of investors said they will pursue new ways to add
value to the cash positions in their portfolio.
oTwenty-seven percent will seek out international investment opportunities.
oTwenty-six percent will look into real estate opportunities.
oCurrencies and other alternative investments received 15 percent of the
"Low interest rates are a major cause for concern among investors who are
looking for safe, but value-driven options," Trotter noted. "Currencies,
typically considered a more volatile asset, can provide an investor with the
U.S. interest rate protection and growth they seek in a more stable form
through CD or money market-based platforms."
EverBank's WorldCurrency® and non-FDIC insured Metals Select® accounts allow
private investors the opportunity to diversify their portfolio through a wide
range of foreign currency and precious metals investment products.
The EverBank Global Investment Opportunities Retail Investor Survey polled 301
attendees on-site at The World MoneyShow Orlando between January 31 and
February 1, 2013. Participants included individual retail investors, stock
brokers, futures traders and financial advisors. Respondents presented their
views on U.S. and global market expectations for 2013 as well as proper
EverBank Financial Corp, through its wholly-owned subsidiary EverBank,
provides a diverse range of financial products and services directly to
clients nationwide through multiple business channels. Headquartered in
Jacksonville, Florida, EverBank has $18.2 billion in assets and $13.1 billion
in deposits as of December 31, 2012. With an emphasis on value, innovation and
service, EverBank offers a broad selection of banking, lending and investing
products to consumers and businesses nationwide. EverBank provides services to
clients through the internet, over the phone, through the mail, at its
Florida-based financial centers and at other business offices throughout the
country. More information on EverBank can be found at
SOURCE EverBank Financial Corp
Contact: Sean Silva of Prosek Partners, +1-203-254-1300 x122,
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