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Financial Crisis and Investment Sentiment Sept 09 |
(See PDF for Full Article)
Every other month, the Phoenix Marketing International Affluent Marketing Servicesm (AMS) tracks changes that Mass Affluent and Millionaire (Wealth) households anticipate making to their investment portfolios in the next three months. Because of the unprecedented events in the financial markets over the past six months, we added questions to our survey to gauge the reactions of affluent investors, and to track changes in their investment attitudes and behavior as the crisis continues to unfold.
As in the past, this article examines trends in planned changes to overall investments, and recent changes made in specific asset categories (three months prior to August, 2009). These questions were fielded in late August and early September, 2009, using an online questionnaire. Responses were received from 1,254 qualified panelists.
