Archive For "GWM Insights"

GWM Insights: Mass Affluent Were Bearish on Economy; Pulling Back on New Investing Heading Into 2016

Looking back at the full year 2015, Mass Affluent investors’ short-term outlook on the U.S. economy was increasingly bearish through mid-year. As consumer spending increased in Q3, along with strong GDP growth, these investors became…

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GWM November Insights: Affluent Investor Sentiment Rebounds In October

In October, Affluent and high net worth (HNW) households shook off the market-driven volatility of early September, as the GWM Investor Sentiment indices increased among both segments. The Economic Optimism trend line increased five points…

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GWM Insights: Affluent Investor Sentiment Plunges In September

Mass Affluent and High Net Worth (HNW) investors reacted to the  increase in stock market volatility in late August / early September by sharply reducing their level of optimism about the U.S. economy.  The GWM-U.S….

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GWM August Insights: Mass Affluent Investor Sentiment Rebounds in July

Mass Affluent Investor Sentiment Rebounds in July, But HNW Investors Continue Sidelines Bias Rhinebeck, NY – The July 2015 GWM tracking data shows a strong spike of optimism towards the U.S. economy among Mass Affluent…

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July GWM Insights: Mass Affluent Economic Optimism Continues to Decline; HNW Investors Also More Pessimistic

Rhinebeck, NY – The June 2015 affluent investor tracking data shows that Mass Affluent households’ optimism about the U.S. economy declining for the fifth straight month, down to 50%, while their investing sentiment was little…

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