Back to Explore

W&AM Insights: Optimism Held Steady Among Mass and HNW Investors

 

ECONOMIC OUTLOOK  – June 2019 Measurement

The W&AM Economic Optimism trend line was largely consistent from May to June. Optimism remained at 63% among the Mass Affluent, and increased 1 percentage point to 64% among HNW households.

INVESTING OUTLOOK – June 2019 Measurement

The W&AM Investment Optimism trend line increased 4 percentage points among the Mass Affluent, from 29% to 33% in June. Among HNW investors, there was a 1 percentage point increase, to 31%.

PERSPECTIVE

The looming resumption of trade talks, low unemployment and a stable market kept economic sentiment on a steady course in June. Additionally, news of the Fed’s willingness to take the necessary action to keep the economic expansion strong resulted in a renewed investment optimism among the Mass Affluent.

Back to Explore
Our retention rates and lengths of engagement reflect our unwavering focus on surprising and delighting each and every customer, each and every time.
CONTACT US