Spectrem Group
HNW US Investors Grow More Bullish, Some Doubts Linger - Report
28 August 2009
The Dow’s resurgence this year has convinced many wealthy US investors to reinvest their money in equities, but those rich households are still expressing some trepidation about the market’s health, a new report shows, according to Bank Investment Consultant. Spectrem’s latest “High Net Worth Advisor Insight” report found that 16 per cent of people with more than $500,000 investable assets were convinced to invest in equities when the Dow Jones Industrial Average index of blue-chip US stocks reached 9,000 in July . The report of greater investor confidence has been echoed by recent investment confidence barometers produced by groups such as Merrill Lynch, which shows global investment firms have reduced their cash holdings and are more bullish on the stock market.
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U.S. millionaire confidence sees modest rise in July
5 August 2009
Spectrem Group's gauge reverses course after a precipitous slide in June. U . S.
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U.S. millionaire population down 14% since mid '07
16 July 2009
Hawaii holds on it its per capita lead; Virginia hops into a top-five spot. Given the extent of asset-value erosion, it can't come as a surprise that the number of U . S.
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U.S. Millionaire sentiment declines sharply in June
2 July 2009
Spectrem Group survey sees HNW investors diving back into bearish territory. In a reversal of a three-month improvement in sentiment, U . S.
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Insurance-industry consultancy moves into HNW area
9 June 2009
Celent's former wealth-management specialist to establish Novarica practice. Novarica, a research and advice division of management consultancy Novantas that focuses on the financial-service industry, has expanded its coverage to include the wealth-management space . To that end, it has hired Robert Ellis, formerly head of Celent's wealth-management practice.
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Millionaire investor sentiment charges north in May
4 June 2009
But is it really a sign of improvement, or an adjustment to new realities?. Investment sentiment among American millionaire improved dramatically in May, giving Spectrem Group's Millionaire Investor Index (SMII) its biggest single-month surge and pushing the gauge, which tracks investment sentiment among financial decision-makers in households with at least $1 million in investable assets, into "neutral" territory for the first time in over a year . The gauge rose 17 points last month to -2 -- its highest level since it stood at 8 in December 2007.
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Obama policies aren't impressive to mass affluent
20 May 2009
Nearly half think nothing good'll come of White House measures taken so far. A strong minority of the heads of U . S.
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Affluent-investor confidence edges up again in April
7 May 2009
Spectrem Affluent and Millionaire indexes inching out of bearish territory. Affluent investor sentiment improved for the second straight month in April, according to Spectrem Group's Affluent Investor Index (SAII) . The gauge, which tracks market sentiment among financial decision-makers in U.
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UHNW allocations to cash at all-time highs in 2008
6 April 2009
IPI's private members gave up about half as much as the S&P 500 last year. A fat cushion of cash was the difference between weathering the capital-markets storm of 2008 or getting rather badly mauled, according to a recent survey of its private membership by the Institute for Private Investors (IPI), a New York-based education and networking resource for ultra-wealthy families . The 92 IPI members who responded to the survey reported average investment losses of 18.
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Affluent investor sentiment was up a bit in March
2 April 2009
The market's mild recovery conjures (hazy) visions of economic improvement. After a sharp retreat in February, affluent investor confidence recovered last month, according to Spectrem Group's Affluent Investor Index (SAII) . The gauge, which tracks market sentiment among financial decision-makers in U.
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