Back to Explore

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%).


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

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.