A Third of Investors Expect to Hold Their Allocations Steady This Year

Last month’s Asset Allocation Survey special question asked AAII members what allocation changes they expect to make this year. Responses were mixed. Almost one out of three respondents (32%) do not plan to make any change or will simply rebalance their portfolios as needed. Slightly more than 19% intend to increase the amount of cash…

 

January AAII Asset Allocation Survey: Fixed-Income Exposure Reaches a 14-Month High

Equity and fixed-income allocations among individual investors increased slightly last month. The latest AAII Asset Allocation Survey also shows a small pullback in cash allocations. Stock and stock fund allocations rebounded by 0.8 percentage points to 63.2%. Though this was a minor increase, equity allocations are above their historical average of 61.0% for the 70th consecutive…

 

Half of Investors Skeptical of Recent Rebound in Stock Prices

This week’s Sentiment Survey special question asked AAII members to share their thoughts about the recent rebound in stock prices. Nearly half (47%) of all respondents are unsure about whether it is sustainable. Many think downside volatility could return, earnings have peaked or other negative factors could play a role. A few mention the ongoing…

 

AAII Sentiment Survey: Neutral Sentiment Nears a Six-Month High

The percentage of individual investors who describe their short-term outlook for stocks as “neutral” is at its highest level in nearly six months. The latest AAII Sentiment Survey also shows a drop in optimism and a slight decrease in pessimism. Bullish sentiment, expectations that stock prices will rise over the next six months, fell by…

 

One-Quarter of Investors Believe Brexit Will Adversely Affect Stocks in Europe or Globally

This week’s Sentiment Survey special question asked AAII members what impact Brexit is having on their outlook for the financial markets. A little less than half of all respondents (47%) say it is having little or no impact. An additional 5% don’t expect it to adversely affect U.S. stocks. Nearly 21% of respondents believe Brexit…

 

AAII Sentiment Survey: Pessimism Holds Above Average

Pessimism among individual investors about the short-term direction of stock prices remains above average in the latest AAII Sentiment Survey. Optimism rebounded while neutral sentiment was slightly changed. Bullish sentiment, expectations that stock prices will rise over the next six months, rose 4.1 percentage points to 37.7%. Optimism is below its historical average of 38.5%…

 

Investors Foresee 2019 Stock Prices Influenced by Trade and Politics

This week’s Sentiment Survey special question asked AAII members what they thought would most influence the direction of stock prices in 2019. Nearly tied were trade (38% of all respondents) and Washington politics (37%). Responses regarding trade focused mainly on China, with some AAII members saying it depends on whether a settlement is reached. Responses…

 

AAII Sentiment Survey: Pessimism Rebounds

Pessimism about the short-term direction of the stock market among individual investors rebounded in the latest AAII Sentiment Survey. Both optimism and neutral sentiment fell back below their respective averages. Bullish sentiment, expectations that stock prices will rise over the next six months, pulled back by 4.9 percentage points to 33.5%. Optimism is below its…

 

Nearly Half of Investors Expect an Increase in the S&P 500 in 2019

Last week’s Sentiment Survey special question asked AAII members how big of a percentage gain or loss the S&P 500 index will realize in 2019. Just under 45% of respondents expect an increase, though about half of them anticipate gains of 5% or less. Economic growth, earnings growth and the possibility of a resolution to…

 

AAII Sentiment Survey: Pessimism Plunges

Pessimism among individual investors, which had been holding at a high level, plunged to its lowest level in more than three months in the latest AAII Sentiment Survey. Both bullish and neutral sentiment rose strongly. Bullish sentiment, expectations that stock prices will rise over the next six months, rose 5.4 percentage points to 38.5%. This…