Invesco Study Finds: Volatility Impacts Market Sentiment; Advisors Are Decisive, While Investors are Becoming More Confused
Invesco Study Finds: Volatility Impacts Market Sentiment; Advisors Are Decisive, While Investors are Becoming More Confused Investors and advisors are concerned pre- and post-February market volatility but for different reasons |
[25-June-2018] |
ATLANTA, June 25, 2018 /PRNewswire/ -- According to a study commissioned by Invesco Ltd., the volatile markets are making investors increasingly confused, while advisors are more resolute. However, investors and advisors are committed to their long-term strategies despite their differing sentiments.
The Investor and Advisor Pulse Study, conducted by GfK, a global market research institute, surveyed over 800 advisors and 1,015 investors who work with a financial advisor and have at least $100K in investible assets. Two waves of the survey took place in January and April 2018, in order to compare the sentiment of investors and advisors before and after the February downturn. Among the survey's findings:
"After a long period of growth, financial advisors and investors need to get used to an ongoing environment of uncertainty," said Kristina Hooper, Invesco's Global Chief Market Strategist. "This research demonstrates that investors are confused and overwhelmed, causing them to react emotionally. Now more than ever, advisors need to educate and support their clients to help them reach their individual investment goals." Financial Advisors and Investors Blame Different Factors Market Expectations vs. Reality Despite their concerns, advisors remain confident in the market and the global economy. Among those sampled, 87% of advisors believe this is a good investment climate. Half of the advisors still agree that both the U.S. and global economies will be better 12 months from now, but they are aware that their clients are more cautious since the recent market volatility. Investors and advisors are preparing for more market volatility. While over half of the investors said their advisors reached out to them during the rocky times in February, one-quarter who did not hear from their advisors felt disappointed. That said, most investors continue to rely on their advisors for guidance and will work with them to strategize against future volatility and possible market downturns. "It's not surprising that investors' concerns are growing, and they should be prepared for more volatility, as well as the greater likelihood of a stock market sell-off in the coming months," said Kristina Hooper. "They should continue to work closely with their advisors to plan for the likelihood of ongoing uncertainty by staying the course to meet their long-term investment outcome objectives." About the Survey Methodology (re-pulse): About Invesco Ltd. View original content with multimedia:http://www.prnewswire.com/news-releases/invesco-study-finds-volatility-impacts-market-sentiment-advisors-are-decisive-while-investors-are-becoming-more-confused-300671359.html SOURCE Invesco Ltd. | ||
Company Codes: NYSE:IVZ |
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