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W&AM Insights: Economic optimism strengthened among the Mass Affluent

ECONOMIC OUTLOOK – September 2019 Measurement

The W&AM Economic Optimism trend line improved 11 percentage points, from 54% to 65% among Mass Affluent households. Among HNW investors, optimism declined 1 percentage point to 59% from August to September.

INVESTING OUTLOOK – September 2019 Measurement

The W&AM Investment Optimism trend line increased 3 percentage points among the Mass Affluent in September, from 28% to 31%. This metric was consistent among HNW investors, with 35% that planned to increase investments over the next few months.

PERSPECTIVE

Although concerns over U.S. and global economic policies persisted, favorable income trends and a fairly stable equities market left affluent and HNW households with an overall positive investment sentiment in the next few months.

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