Trend reflects expectations of continued economic improvement, strong equity and real estate markets
GREENWICH, Conn., Jan. 30, 2018 (GLOBE NEWSWIRE) -- AMG Funds LLC, the U.S. retail distribution arm of global asset management company Affiliated Managers Group, Inc. (NYSE:AMG), today announced findings from its third annual investor “Wealth Management Trends in America” report. The survey polled nearly 1,000 affluent individual investors with over $250,000 in household investable assets about their market expectations and investing sentiment for the year ahead.
Affluent investors are increasingly confident overall, with the majority of respondents from all demographics predicting that continued economic improvement would drive strong domestic equity and real estate markets over the next 12 months, despite higher expected interest rates and inflation. Millennials stand out for being particularly bullish about the U.S. economy and international equity markets.
Topline investor expectations include:
“Affluent investors are more confident and optimistic than they have been for several years. 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,” said William Finnegan, Chief Marketing Officer of AMG Funds. “We encourage investors to match their asset allocation decisions with market expectations and long-term investing goals.”
Methodology
The AMG Funds survey was conducted online among affluent investors with over $250,000 in household investable assets, who participate in making household savings and investment decisions. Data was collected from December 14 to 22, 2017, among 983 respondents, age 18 or older, through an online consumer panel. Data for the 2016 study was collected between November 28, 2016, and December 7, 2016, among 1,000 respondents, and data for the 2015 survey was collected between September 10 and 16, 2015, among 980 respondents. The data was weighted by distribution of age and Investable assets from the 2013 Survey of Consumer Finance. Percentages may not total to 100 due to rounding.
About AMG and AMG Funds
AMG is a global asset management company with equity investments in leading boutique investment management firms. Through AMG’s innovative partnership approach, each Affiliate’s management team retains ownership of significant equity in their firm while maintaining operational and investment autonomy. AMG Funds LLC is the U.S. retail distribution arm of AMG. AMG Funds provides access to premier boutique asset managers through a unique partnership wherein the investment managers remain truly independent. AMG Funds is not beholden to a single investment approach or a single manager in delivering quality investment solutions. This innovative approach leverages the independent manager’s specific expertise to deliver products that cover the asset class spectrum. AMG Funds offers unmatched access to specialized investment advice by delivering the talents of independent management teams under a consolidated platform.
For more information on the results of AMG Funds’ research, please visit www.amgfunds.com/wealth-trends.
Business Inquiries:
William Finnegan
(203) 299-3541
[email protected]
Media Inquiries:
Robin Pertusi
(212) 279-3115 ext. 254
[email protected]
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