US Investment Outlook 2017

bnw

[ View the full report ]

Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably. This suggests advisors see investment opportunities, especially in higher risk assets, despite the turbulent environment.

Three out of five (59%) US advisors believe markets will not stabilize in 2017 following the global volatility seen over the past twelve months. Furthermore, seven in ten advisors (71%) believe a tail risk event is likely to happen within the next three years.

But despite expectations of persistent volatility, advisors remain optimistic that markets in general will continue rising. Almost nine in 10 (87%) believe the S&P 500 will increase in 2017.
Half (51%) of advisors have invested in riskier assets as they search for yield amid the low interest rate environment, with equities being the chief beneficiary. Advisors are bullish on US equities, with seven in 10 (71%) believing they will be one of the top three performing asset classes in 2017, followed by emerging market equities (62%) and global equities (58%).
But when it comes to fixed income, advisors are slightly more positive on the prospects for emerging market debt (16%) than on US fixed income (11%).
With four in five advisors (80%) saying Federal Reserve policy affects the way they invest, the number and timing of any rate increases in 2017 could help shape investment strategies.
Meanwhile, three quarters (75%) of advisors believe active management will take on increased importance in 2017. Value investing also seems set to make a comeback, with six in 10 (62%) advisors believing value funds will outperform growth funds in 2017.

Elsewhere, advisors could be missing a trick when it comes to harnessing technology to improve their services. While the majority (67%) email clients timely updates in response to market events, less than two fifths have implemented other services such as online video conference tools, online dashboards or social media.
Advisors also seem split on automated advice. While seven in 10 (70%) believe the industry is moving in the direction of automated advice, almost half (48%) of advisor firms are not considering launching an automated advice platform.

Unless otherwise specified, the data in this report comes from an October 2016 CoreData survey of 552 financial advisors.
Secondary data is used in a couple of instances throughout the report to provide context to the primary survey findings. Data for the federal funds rate from 2006 to 2016 is sourced using the historical effective federal funds rate provided by the Board of Governors of the Federal Reserve System (https://fred.stlouisfed.org/series/FEDFUNDS).
Historical prices of the S&P 500 index (^GSPC), iShares Russell 1000 Growth (IWF) and iShares Russell 1000 Value (IWD) are taken from Yahoo! Finance.

294 Comments

  1. Pingback: cialis generic
  2. Pingback: doctor7online.com
  3. Pingback: cialis 20
  4. Pingback: Sample viagra
  5. Pingback: cipro for uti
  6. Pingback: impotence pills
  7. Pingback: cialis 10 mg
  8. Pingback: canadian pharmacy
  9. Pingback: Buy cialis online
  10. Pingback: vardenafil 10mg
  11. Pingback: levitra 20 mg
  12. Pingback: vardenafil 10 mg
  13. Pingback: viagra 100mg
  14. Pingback: casinos online
  15. Pingback: buy tadalafil
  16. Pingback: cialis 20 mg price
  17. Pingback: cash loans
  18. Pingback: viagra pills
  19. Pingback: generic for cialis
  20. Pingback: viagra 25mg
  21. Pingback: cialis buy
  22. Pingback: generic for cialis
  23. Pingback: real casino online
  24. Pingback: online gambling
  25. Pingback: buy viagra now
  26. Pingback: cialis online
  27. Pingback: buy viagra canada
  28. Pingback: buy cialis generic
  29. Pingback: cialis 5mg
  30. Pingback: casino slot
  31. Pingback: azithromycin 250mg
  32. Pingback: Viagra 25 mg price
  33. Pingback: viagra pills
  34. Pingback: Cialis 20mg coupon
  35. Pingback: buy Cialis 80mg
  36. Pingback: viagra coupons
  37. Pingback: Shop GenericED
  38. Pingback: tadalafil 60mg usa
  39. Pingback: levitra 40mg otc
  40. Pingback: avapro 150 mg usa
  41. Pingback: buspar 5 mg pills
  42. Pingback: buy ceftin
  43. Pingback: cheap celebrex
  44. Pingback: cephalexin canada
  45. Pingback: cipro usa
  46. Pingback: hollywood casino
  47. Pingback: best casino online
  48. Pingback: online casino usa
  49. Pingback: casino game
  50. Pingback: best car insurance
  51. Pingback: buy college essay
  52. Pingback: homework for pre k
  53. Pingback: essay writings
  54. Pingback: clomid online
  55. Pingback: generic cialis
  56. Pingback: coumadin online
  57. Pingback: thesis guidelines
  58. Pingback: cheap diamox 250mg
  59. Pingback: cialis buy
  60. Pingback: hyzaar pills
  61. Pingback: cheap tadalafil
  62. Pingback: buy imdur 20mg
  63. Pingback: cialis 20mg price
  64. Pingback: imitrex nz
  65. Pingback: order imodium
  66. Pingback: try these out
  67. Pingback: levaquin usa
  68. Pingback: cost of lopressor
  69. Pingback: mestinon 60mg otc
  70. Pingback: prescription cost
  71. Pingback: nortriptyline nz
  72. Pingback: viagra
  73. Pingback: phenergan cost
  74. Pingback: cost of plaquenil
  75. Pingback: buy prednisolone
  76. Pingback: 30 day cialis
  77. Pingback: cheap proscar 5 mg
  78. Pingback: protonix usa
  79. Pingback: reglan cost
  80. Pingback: robaxin uk
  81. Pingback: rogaine medication
  82. Pingback: tenormin otc
  83. Pingback: toprol price
  84. Pingback: valtrex prices
  85. Pingback: verapamil nz
  86. Pingback: cheap zanaflex
  87. Pingback: Bonuses
  88. Pingback: cheapest zocor
  89. Pingback: escitalopram price
  90. Pingback: donepezil pills
  91. Pingback: buspirone canada

Comments are closed.