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Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Cool Amid Continued Monetary TighteningMorgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:
"It was a busy first quarter to put it mildly, amid a banking sector rout, sustained geopolitical turmoil, and the sober realization that rate cuts are not coming any time soon," said Mike Loewengart, Head of Model Portfolio Construction for Morgan Stanley Portfolio Solutions. "The bottom line is that investors need to be prepared for a bumpy road. Inflation challenges will not change overnight and the Fed will continue to do everything in its power to bring it back down to normal levels. Shifts in the market are occurring quickly, so it's important for investors to sit tight and stay calm during periods of volatility." The survey explored investor views on sector opportunities for the second quarter of 2023:
About the Survey This wave of the survey was conducted from April 3 to April 20 of 2023 among an online US sample of 924 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 thirds 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 other financial instrument, or to participate in any trading strategy. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. Morgan Stanley Portfolio Solutions are portfolios available in our Select UMA platform under either Firm Discretionary UMA or Managed Advisory Portfolio Solutions. Please see the Select UMA ADV at www.morganstanley.com/ADV Past performance is not a guarantee or indicative of future performance. Historical data shown represents past performance and does not guarantee comparable future results.
This material contains forward-looking statements and there can be no guarantee that they will come to pass.
This material should not be viewed as investment advice or recommendations with respect to asset allocation or any particular investment.
Morgan Stanley Smith Barney LLC and Dynata are not affiliates.
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