High Net Worth Investors Optimistic About 2015
January 26 2015 - 9:00AM
Business Wire
93% Expect Same or Better Investment Portfolios; See
Technology as Top Sector, U.S. as Top Market; Asset Allocation
Continues to Favor Equities
Morgan Stanley today announced that over nine in 10 high net
worth investors (93%) expect their investment portfolios to stay
constant or improve in 2015, with nearly half (48%) expecting
improvement.
Continuing optimism was a key finding of Morgan Stanley Wealth
Management’s semi-annual Investor Pulse Poll, which surveys a
national sample of investors with investable assets of $100,000 or
more, a third of whom have assets exceeding $1 million. Among this
group, a majority (53%) see the investment climate remaining
constant, while those expecting a worse (22%) or better (23%)
climate were evenly split.
Topping the list of investor concerns was increased foreign
conflicts (86%), followed by effects of terrorism on the U.S.
(81%), the government budget deficit (80%) and U.S. income
inequality (79%).
Favored sectors: technology, bio-tech, pharma
High net worth investors see technology as the top sector for
investment in 2015 (87% “good”), followed by bio-tech (75%),
pharmaceuticals (71%), energy (69%) and healthcare (65%).
Least favored sectors are consumer discretionary (26% “good”),
followed by aerospace (29%), insurance (31%), entertainment (32%)
and tourism (33%).
U.S. is favored market; least favorites are Ukraine, Middle
East and Russia
When considering where to put their money in 2015, high net
worth investors far and away favor the U.S. (74% “good”), followed
by Japan (42%), India (40%) and China (38%).
Reflecting current geopolitical turmoil, three in four high net
worth investors consider the Middle East (76%), Ukraine (75%) and
Russia (75%) to be undesirable places to invest.
Asset allocation continues to favor equities
High net worth investors will allocate 44% of their investment
portfolios to equities in 2015, and that allocation is even higher
for millionaires (49%).
These investors see the remainder of their portfolios split
roughly equally between cash (21%), fixed income (18%) and “other”
investments (17%).
The Investor Pulse Poll surveyed 1,008 high net worth investors
during the fourth quarter of 2014. High net worth investors account
for 94% of total U.S. household investable assets by value,
according to Federal Reserve data.
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, banking and
lending, cash management, annuities and insurance, retirement and
trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, investment
management and wealth management services. With offices in more
than 43 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.
Morgan StanleyMedia RelationsChristy Jockle,
914-225-6827orMargaret Draper, 914-225-6369
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