W&AM Insights: Economic optimism soars heading into 2018

ECONOMIC OUTLOOK December 2017

After lacking direction through November, the W&AM Economic Optimism Index increased sharply in December: for the HNW market, the index gained 12 points to 83%, an all-time high.  Among Mass Affluent, the index gained 6 points to 72%.

INVESTING OUTLOOK – December 2017

The W&AM Investment Optimism trend line continued to climb for a third straight month among HNW households, gaining 5 points to 44%.  Mass Affluent were not as bullish, as their investing outlook continued to decline (dropping 5 points to 28%).

PERSPECTIVE

With the promise of lower tax bills and robust consumer and business spending at year-end 2017, affluent and HNW investors were very optimistic about the outlook for the U.S. economy.  While Mass Affluent continued their wait-and-see approach towards investing, HNW investors continued their enthusiasm about putting more money to work in the equities markets.

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

HNW INVESTORS – $1MM+ INVESTABLE ASSETS

Back to learn

Put us to work for you!

Connect