Nearly two thirds of wealthy investors now feel optimistic about the economy, according to a new survey from AMG Funds.
Titled “Wealth Management Trends in America,” the survey polled 1,000 individual investors with investable assets of more than $250,000, and found that among that group, 60% feel good about where the economy is heading.
These investors also foresee fundamental changes in the economy, with the majority of respondents expecting a rise in interest rates (76%) and the rate of inflation (61%).
[Editor’s Note: Interested in further insights on the American investor? Consider “Survey Says: Investing in Real Estate is the Popular Choice Among Americans.”]
Here are the main market outlook highlights from AMG’s survey:
William Finnegan, the chief marketing officer of AMG Funds, stated that investor confidence has paired with a disconnect in market sentiment.
“Affluent investors are more confident and optimistic than they have been for several years,” Finnegan stated. “At the same time, as expectations and markets continue to evolve, we’ve begun to see a disconnect between investors’ market sentiment and their portfolio positioning. We encourage investors to match their asset allocation decisions with market expectations and long-term investing goals.”
AMG specifically asked investors about their thoughts on active and passive investments:
[Editor’s Note: For much greater insight into passive investments, tune in to our upcoming webinar “The Basics of Fund Formation.”]
AMG Funds also surveyed specific generations on their investment strategies, and the results were fascinating:
The AMG Funds survey of nearly 1,000 affluent investors was conducted online among those with more than $250,000 in household investable assets, who participate in making household savings and investment decisions. Data was collected between December 14 and 22, 2017, among respondents aged 18 or older through an online consumer panel.
Mike Brady is the President of Generosity Wealth Management.
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