W&AM Insights: HNW Investment Outlook Plummets In March

ECONOMIC OUTLOOK — March 2018

Similar to the Consumer Confidence Index, the W&AM Economic Optimism trend line continued a three-period decline in March among both Mass Affluent (down one point to 69%) and HNW investors (down three points to 69%).

INVESTING OUTLOOK — March 2018

The W&AM Investment Optimism trend line fell sharply in March among HNW investors, declining 12 points to 28%.  65% of HNW households were on the “sidelines,” making no changes to their portfolios. The trend line gained three points among Mass Affluent to 36%.

PERSPECTIVE

HNW investors became very cautious in March and were largely unwilling to commit additional funds to their positions until they were more certain about market direction.

MASS AFFLUENT INVESTORS — $250K-$999K INVESTABLE ASSETS

HNW INVESTORS — $1MM+ INVESTABLE ASSETS

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