This session will first discuss the current trends regarding retail investment in the EU, how retail investment may contribute to the CMU and the post-Covid recovery and the main obstacles and challenges to the further development of retail investment across the Union.
The panel will also assess whether the new CMU action plan, together with EU distribution frameworks under review (MIFID 2, IDD, PRIIPs…) and investment product frameworks are addressing the right priorities for developing retail investment in the EU, as well as the conditions of success of these initiatives in the retail space.
Points of discussion
- How is retail investment evolving in the EU and what are the longer term prospects? How important is the development of retail investment for the growth of EU capital markets and the post-Covid recovery? What are the main obstacles and challenges to the growth of retail investment in the EU?
- Do the new CMU action plan, together with the EU distribution frameworks under review (MIFID 2, IDD, PRIIPs…) and investment product frameworks define an appropriate strategy for increasing retail participation in capital markets in the EU? What are the priorities? Are measures missing or insufficiently emphasized?