W&AM Insights: Economic Optimism Climbs Substantially Among HNW Investors

ECONOMIC OUTLOOK  – September 2018 Measurement

As consumers foresee a continuation of job growth and a strong U.S. economy, in September the W&AM Economic Optimism trend line increased 12 points among HNW investors (to 82%). The trend line was consistent during this time period among the Mass Affluent (69%).

INVESTING OUTLOOK – September 2018 Measurement

The W&AM Investment Optimism trend line measured in at 33% among HNW households, representing a 1 point increase from the prior month. This metric was 28% among the Mass Affluent, indicating a 4 point decline for this segment.


Despite the sharp jump in optimism, HNW investors anticipate maintaining the same level of market participation – with just a subtle increase. Concerns related to tariffs, rising interest rates, and midterm elections left Mass Affluent households cautious about investing.

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