Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation
18 7월 2024 - 5:05AM
Business Wire
Morgan Stanley Wealth Management today announced results from
its quarterly individual investor pulse survey:
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the full release here:
https://www.businesswire.com/news/home/20240717163807/en/
Credit: Morgan Stanley
- Amid record market highs, bullishness remains elevated.
61% of investors are bullish this quarter–in line with last quarter
(60%).
- And higher prices continue to be a concern. Inflation
remains the top concern for investors (54%), followed by the 2024
election (34%), market volatility (22%), and a recession
(20%).
- Investors are skeptical on rate cuts. Less than half
(48%) believe the U.S. economy is healthy enough for the Fed to cut
rates this quarter, down from 51% last quarter.
- Though the majority believe cuts are on the horizon. 54%
believe the Fed will cut rates in the second half of the year.
- And many believe the market will continue to rise before
Q4. Over half of investors (59%) predict the market will rise
by the end of the third quarter.
“It’s understandable to see bullishness remaining steady this
quarter as the market pushed higher driven by mega-caps,” said
Chris Larkin, Managing Director, Head of Trading and Investing,
E*TRADE from Morgan Stanley. “On the flipside, the narrow market
could make some traders jittery especially when compounded by a
higher for longer rate stance from the Fed. So, it’s easy to see
how investors can have mixed emotions about where we stand when it
comes to the market and the economy.”
The survey explored investor views on sector opportunities for
the third quarter of 2024:
- IT – Tech continues to take the leading spot for
investor interest, as mega-cap tech names dominate, with the chips
and AI space holding its ground.
- Energy – As oil prices trended higher, positive views of
energy stocks mounted this quarter.
- Health care – Amid political and economic uncertainty,
investors continue to look at health care—a traditionally defensive
sector, although interest dipped from the previous quarter by 2
percentage points as the market moved higher.
About the Survey
This wave of the survey was conducted from July 1 to July 16 of
2024 among an online US sample of 891 self-directed investors,
investors who fully delegate investment account management to
financial professionals, and investors who utilize both. The survey
has a margin of error of ±3.20 percent at the 95 percent confidence
level. It was fielded and administered by Dynata. The panel is
broken into three investable assets: less than $500k, between $500k
to $1 million, and over $1 million. The panel is 60% male and 40%
female and self-select as having moderate+ investing experience,
with an even distribution across geographic regions, and age
bands.
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing a wide range of investment banking, securities,
wealth management and investment management services. With offices
in 42 countries, the Firm’s employees serve clients worldwide
including corporations, governments, institutions and individuals.
For further information about Morgan Stanley, please visit
www.morganstanley.com.
This has been prepared for informational purposes only and is
not a solicitation of any offer to buy or sell any security or
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Stanley Smith Barney LLC, a registered broker-dealer in the United
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2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Referenced Data
When it comes to the current
market are you?
Q2’ 24
Q3’ 24
Bullish
60%
61%
Bearish
40%
39%
Which of the following are you
most concerned about when it comes to your portfolio? (Top
2)
Q3’24
Inflation
54%
2024 election
34%
Market volatility
22%
A recession
20%
Earnings
14%
Geopolitical conflict
12%
Energy costs
12%
Narrow market driven by
mega-caps
11%
Fed monetary policy
10%
None
2%
Please rate how much you agree
or disagree with the following statements. The U.S. economy is
healthy enough for the Fed to cut rates this quarter.
Q2’ 24
Q3’ 24
Agree (Top 2)
51%
48%
Strongly agree
16%
16%
Somewhat agree
35%
32%
Neither agree nor disagree
22%
26%
Somewhat disagree
19%
18%
Strongly disagree
8%
8%
When do you expect the Fed to
first cut rates?
Q3’24
2H ‘24
54%
Q3 ‘24
13%
Q4 ‘24
41%
Not until 2025
30%
I don’t know
11%
I don’t think they will cut
rates
5%
Where do you predict the
market will end this quarter?
Q3’24
Rise (Top 4)
59%
Rise 20%
1%
Rise 15%
6%
Rise 10%
15%
Rise 5%
37%
0/stay where it is
20%
Drop – 5%
14%
Drop – 10%
5%
Drop – 15%
2%
Drop – 20%
0%
What industries do you think
offer the most potential this quarter? (Top three)
Q2’24
Q3’24
Information technology
52%
57%
Energy
43%
47%
Health care
36%
34%
Real estate
30%
29%
Financials
27%
28%
Utilities
24%
25%
Industrials
20%
20%
Communication services
20%
19%
Consumer staples
20%
19%
Materials
16%
14%
Consumer discretionary
12%
10%
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240717163807/en/
Media Relations: Lynn Cocchiola,
Lynn.Cocchiola@morganstanley.com
Morgan Stanley (NYSE:MS)
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