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W&AM Insights: Investor optimism continued to be robust in January

ECONOMIC OUTLOOK January 2018

The W&AM Economic Optimism trend line increased six points to 78% among Mass Affluent, but declined slightly to 80% among HNW households.

INVESTING OUTLOOK – January 2018

The W&AM Investment Optimism trend line reversed a three-period decline among Mass Affluent, climbing five points to 33%.  This trend line remained steady among HNW investors (down one point).

PERSPECTIVE

An unemployment rate hovering near a 17-year low, modest inflation, sturdy economic growth and stocks at an all-time high contributed to continued economic and investing optimism among investors in January.

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

Mass Affluent Economic Outlook Feb 2018

Mass Affluent Investment Outlook Feb 2018

HNW INVESTORS – $1MM+ INVESTABLE ASSETS

HNW Economic Outlook Feb 2018

HNW Investment Outlook Feb 2018

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