Investors hold a more optimistic outlook than financial planners towards equities returns for the approaching economic quarter, according to brandmanagement research.
The brandmanagement Adivser and Investor Sentiment Index survey shows that investor attitude towards shares returns rose almost four points since the previous quarter, from 21.9 to 25.5. While adviser disposition towards equities rose concurrently, it trailed that of investors, rising from 16.2 to 19.7 points. The two indices gauged respondents’ sentiment from values of -50, the most pessimistic measure, through to zero, which is neutral, to the totally positive value of +50. To calculate the index, brandmanagement surveyed 652 advisers and 998 planners in separate weeks during May and asked questions concerning repondents’ expectations of the Australian economy’s pace of growth, Australian sharemarket returns, whether shares would outperform residential property, whether the international sharemarket would benefit or detract from portfolio returns and whether they were likely to increase allocations to Australian equities in their portfolios.
As super fund CIOs return to work for 2025, all eyes are on two things: Donald Trump’s presidency, and inflation. But they’re not the only issues that will drive investment decisions and returns, and some of them may present an unfamiliar set of challenges for a cohort of investment professionals that has grown up experiencing a particular set of market and economic conditions.
Simon HoyleJanuary 7, 2025
