New evidence from Federated Investors’ recent survey suggests that high-net-worth investors will begin to make a decisive shift in their portfolios from bonds to equities during the next 12 months.

Survey Findings

  • Investors are planning a decisive shift from bonds to equities during the next 12 months.
  • Investors no longer consider income a bonds-only strategy.
  • Investors are optimistic about the economy.
  • Investors are concerned about low portfolio returns.
  • Investors see themselves as less conservative than their advisors see them.

Federated Investors’ survey inforgraphic below

cautious investor Full Infographic

The End of the Cautious Investor Infographic by Federated Investors