Investor Confidence & Market Outlook
Monthly survey of US retail investors covering sentiment, allocation shifts, macro expectations, and behavioral responses to volatility.
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Overview
Asset managers and wealth platforms use this monthly study to anticipate flows into equities, fixed income, and alternative products. We interview investors with at least one taxable or retirement account holding market-based securities, weighted to match FINRA investor population estimates.
Methodology
Macro expectation questions use bounded probability scales to reduce extreme responding. Portfolio change modules distinguish rebalancing from new money decisions. Cryptocurrency exposure is tracked as a satellite module.
Deliverables
- Confidence index with bull/bear spread
- Sector rotation intentions
- Risk tolerance shifts vs. prior month
- Advisor reliance and self-directed share
Sample Insights
Recent volatility increased cash allocations among investors over 55 while younger cohorts maintained equity contributions via automated plans.
Disclaimer
Survey results are not investment recommendations. See Terms & Services for full disclaimers.