W&AM Insights: Investor optimism declined in February

ECONOMIC OUTLOOK — February 2018

After robust gains over the past three monthly tracking periods, the W&AM Economic Optimism trend line declined eight points to 70% among Mass Affluent. Economic optimism also declined for the third straight period among HNW investors, dropping eight points to 72%.

INVESTING OUTLOOK — February 2018

The W&AM Investment Optimism trend line remained at 33% among Mass Affluent, but established a 3-period  decline among HNW investors, down three points to 40%

PERSPECTIVE

In contrast to a very optimistic Consumer Confidence Index score in February, affluent households were relatively bearish about both the economy and about putting additional capital into the equities markets. This was particularly true of HNW investors.

 

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

 

HNW INVESTORS — $1MM+ INVESTABLE ASSETS

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