Bearish Sentiment Ticks up as Investors Grow More Cautious, Morgan Stanley Wealth Management Pulse Survey Finds
Morgan Stanley Wealth Management's quarterly pulse survey found bearish sentiment among retail investors rising to 42%, up four points from Q3, with inflation (54%) and midterm-election uncertainty (48%) the top worries. On rates, 34% of the 953 investors surveyed now expect another hike at the next Fed meeting, up from 27% last quarter, while 86% still say their portfolios are well-positioned against inflation. For Q4 positioning, respondents favor technology (55%), energy (47%) and health care (33%).
Key figures
- Bearish pct
- 42%
- Energy sector pct
- 47%
- Survey respondents
- 953
- Top sector tech pct
- 55%
- Bearish change vs q3
- +4 percentage points
- Election concern pct
- 48%
- Healthcare sector pct
- 33%
- Survey margin of error
- ±3.20 percent
- Inflation top concern pct
- 54%
- Expect another rate hike pct
- 34%
- Portfolio well positioned pct
- 86%
- No portfolio changes six months pct
- 42%
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.