Investor optimism in free fall

Optimism plummeted to its lowest level in two years this month, according to the UBS/Gallup Index.
NOV 26, 2007
By  Bloomberg
Concern over high energy costs and a soured housing market sent investor optimism plummeting in November to its lowest level in two years, according to the UBS/Gallup Index of Investor Optimism. The monthly index dived 26 points to a reading of 44, falling from 103 in January and reaching its lowest point since the Gulf Coast was battered by Hurricane Katrina in September 2005. The Index, which is conducted on a monthly basis, had a baseline score of 124 when it was established in October 1996. The Economic Dimension of the Index, which measures investors' feelings about the U.S. economy, fell 20 points in November to a reading of -12. The Personal Dimension of the Index, which measures Investors' optimism about their individual investment portfolios, fell six points to a reading of 56. The study, which was conducted during the first two weeks of the month, surveyed 804 investors with total savings and investments of $10,000 or more.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.