Interest in variable income investments has risen considerably, as an XP survey of advisors shows that 30% of clients want to reduce their stock market holdings in January. Considering XP’s December survey – in which the percentage of clients wishing to reduce their stock market holdings was 40% – it is clear that interest in variable income has risen.

However, according to the researchers, clients are taking a cautious stance, even with the increased demand for variable income. It is therefore important to look at the reasons behind this scenario in order to understand the growth trend in variable annuity investment in the market, especially when assessing the impact of digital assets.

Why Has Interest in Equity Investing Increased?

The possibility of obtaining higher returns compared to fixed income is the main reason for the increased interest in variable income investment. In addition, when we look at the token scenario, we see that improved security due to technological innovations in the financial market, such as the blockchainsystem, are other reasons that reinforce the increased search for variable income.

Therefore, it is expected that options such as ETFs(Bitcoin ETF and Ethereum ETF) will tend to be more sought after. As well as being excellent examples of variable income investments that attract investor interest, these options are great for those who like shares but have never invested.

Is Fixed Income still on the rise?

In addition to being already consolidated in the digital asset market, fixed income is still on the rise, due to the high degree of security it provides to investors, and considering the interest rate scenario in Brazil. As a result, fixed-income digital assets are still the predominant part of the market, even though interest in variable income has increased.

The tokenization of assets is also making the demand for fixed income grow considerably, because in addition to facilitating trading, the variety of options also increases considerably. Along with this, the rise of inventions that tend to appear frequently, such as DREX, could mean that fixed income continues to be in demand even abroad, depending on certain factors.

International Market Opportunities: The New Interest of Brazilians

In recent times, Brazilians have shown an interest in the international market, which has come as quite a surprise to the researchers, considering that Brazil doesn’t have much access to applications outside the country. Because of this lack of exposure, the researchers believe that this attribution of applications from other countries in the Brazilian context is still a long-term scenario, but one that is already being built up.

As the long-term characteristic is present, it is ideal that negotiations for digital assets between organizations such as securitizers or fintechs continue to increase their quality, to increase the chances of success in the tokenization of assets. Therefore, having the BLOCKBR Whitelabel platform is the best way to guarantee the security needed to trade the digital asset with the security provided by a very solid legal apparatus, blockchain and regulatory licenses and in compliance with the type of offer and asset structure!

The Role of the Advisor in Educating and Guiding Investors

The advisor’s role in educating and guiding investors is divided into three parts: understanding the client’s profile, studying the market in a targeted way and providing guidance. Through these points, the professional can carefully organize their actions and increase the chances of success.

As each of these steps must be taken in isolation, see below for a detailed description of them. In this way, those who wish to work as an investment advisor can begin to prepare themselves to meet the demands of today’s market.

Understanding the customer profile

Understanding the client’s profile is essential for the advisor to start educating and guiding investors in both variable and fixed income investments. Through this understanding, the professional knows why the client is contacting them and what the financial investments must meet in order for them to be satisfied.

To do this, the advisor should invest in very objective, clear and welcoming communication, giving the client the opening they need to reveal information about their profile. After this, the advisor needs to carry out a market study based on this information and record it in an organized manner.

Targeted market research

Studying the market in a targeted way is what will give the advisor the basis for which variable income investment to apply and the best chance of success. In this way, observing variations between investments, checking which ones fit your profile and balancing all this with the risks involved in the options are some of the steps to making a well-targeted study for your client.

It’s worth commenting that the advisor should understand innovative investment options and see what impact they have on the market. An excellent example of this are tokenized funds, which could completely change the way investments are managed in the general financial market, and which could further establish the rise of token applicability and portfolio and asset management.

Guidance

It is up to the investment advisor to guide their client based on all the understanding they gain of both the client’s profile and the market. In this way, the investor can make the safest variable income investment choices for his objective, which increases the chances of success for both sides of the negotiation.

How can investment advisors capitalize on interest in equities?

Investment advisors can take advantage of this growth in interest in variable income to improve their knowledge of the main investments. A great example of a way to get started is the crypto market, which is showing a great trend of interest, even with its fluctuations and possibilities of very high gains.

Generally speaking, knowing about the improvement in interest in variable income investments is indispensable for anyone working in the financial market. So, with this knowledge in mind, it’s important to have the right infrastructure to take advantage of the rise in digital assets.

Therefore, at BLOCKBR, you have access to an extremely suitable infrastructure and promising solutions, such as BLOCKBR Management. With it, the investment advisor can build their portfolio very well and get all the autonomy they need to perform well in the current scenario!

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