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UBS Investor Watch / Analyzing investor sentiment and behavior / 1Q 2017
The revived investor
Why the new administration is boosting investor confidence
Optimism is trending
50
%
Investors are ready to act
55
%
boost in investor optimism
on the U.S. economy
since the election
are actively looking for
investment opportunities,
up from 34% immediately
following the election
42% expect to put more
in the stock market, up from
25% pre-election
Pre-election
90%
68%
44%
53%
Today
Positive market outlook across party lines
25%
9%
major purchase
Trump supporters
66%
33% are likely to make a
Clinton supporters
Overall
believe the business environment will
improve with a Trump presidency
30% are considering taking
cash off the sidelines
42%
are more optimistic about the economy
than any time since the financial crisis
Are you ready to act? Talk to your UBS Financial Advisor.
Sample: 2,000 high net worth investors
See back for important disclosures
UBS Investor Watch methodology
UBS Wealth Management Americas surveys U.S. investors on a quarterly basis to keep a
pulse on their needs, goals and concerns. After identifying several emerging trends in the
survey data, UBS decided five years ago to create UBS Investor Watch to track, analyze
and report the sentiment of affluent and high net worth investors.
For this eighteenth edition of UBS Investor Watch, we surveyed 2,025 investors from
December 20 - 27, 2016 to assess their outlook and plans for 2017. Some are current
UBS clients, though most are not. All respondents have at least $1 million in investable
assets, including 412 with at least $5 million. We also included an oversample of 282
business owners who have at least one employee besides themselves (business owners
have at least $1 million in investable assets). With 81 survey respondents, we conducted
qualitative follow-up interviews.
UBS Investor Watch covers a variety of topics, including:
· Overall financial sentiment
· Economic outlook and concerns
· Personal goals and concerns
· Key topics, like aging and retirement
Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal
advisor regarding your personal circumstances.
As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as
an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that
you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information,
please visit our website at ubs.com/workingwithus.
© UBS 2017. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial
Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
ubs.com/fs
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