Back to Explore

GWM Insights: Mass Affluent Investor Sentiment Rebounds in July

August 24, 2015

Mass Affluent Investor Sentiment Rebounds in July, But HNW Investors Continue Sidelines Bias

Rhinebeck, NY – The July 2015 GWM tracking data shows a strong spike of optimism towards the U.S. economy among Mass Affluent investors (to 58% optimistic, up 8 percentage points from June.  These investors were also more bullish about putting more money into their portfolios, as the ‘net increase’ trend line advanced 6 points.

HNW investors’ economic sentiment remained at 64% optimistic in July, while their net increase trend line continued to decline (to 31%, down 11 points since May).

For the full report, click here.

Back to Explore
Our retention rates and lengths of engagement reflect our unwavering focus on surprising and delighting each and every customer, each and every time.
CONTACT US