W&AM Insights: Economic Optimism Rebounds In May

ECONOMIC OUTLOOK  – May 2018 Measurement

Following a three-month decline among affluent and HNW households, the W&AM Economic Optimism trend line rebounded in both markets (gaining four points to 69% among Mass Affluent, and seven points to 74% among HNW).

INVESTING OUTLOOK – May 2018 Measurement

However, affluent investors remained very cautious about increasing their investing activity.  The W&AM Investment Optimism trend line declined slightly among Mass Affluent (down three points to 31%), and was flat among HNW investors (at 33%).

PERSPECTIVE

Despite a more positive attitude towards the U.S. economy in May, affluent investors retained their cautious outlook regarding additional commitments to their portfolios.

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