W&AM Insights: Investors were cautious on economy heading into December

ECONOMIC OUTLOOK November 2017

After a sharp upward spike in October, the W&AM Economic Optimism Index fell back to 66% in November among Mass Affluent. This decline ran contrary to the continued gains in the Consumer Confidence Index that month. Among HNW households, the W&AM Economic Optimism Index declined slightly to 71%.

INVESTING OUTLOOK – November 2017

The W&AM Investment Optimism trend line established a three-month decline among Mass Affluent (down four points to 33%), but continued a gradual increase among HNW investors (up two points to 39%).

PERSPECTIVE

Mass Affluent investors appear to be unclear as to which direction the U.S. economy will take going into 2018, while HNW investors are generally more bullish about both the economy and their portfolios.

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

HNW INVESTORS – $1MM+ INVESTABLE ASSETS

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