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Part 4: Looking at the Year Ahead

Part 4: Looking at the Year Ahead

Advisors appear divided on the direction domestic equity markets will take over the next 12 months.

Advisors appear divided on the direction domestic equity markets will take over the next 12 months. Nearly a quarter of advisors plan to increase their clients’ exposure to large-cap domestic equities over the coming year, while close to a fifth of advisors expect to decrease their clients’ exposure. Government bonds topped the list of assets where advisors expected to decrease exposure.

When considering a change in allocation strategy, 8 in 10 (82%) advisors view changes in clients’ goals and risk profile as the most important drivers of their decisions. Market outlook was the next most highly ranked driver, with half (51%) of advisors saying it was a very important driver. Third-party models were the least relevant consideration, reported as not important by 41% of advisors.

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Browse Advisor Use of Financial Products

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