E*TRADE Study Indicates Investors Taking Market Moves in Stride
- Majority of investors remain bullish at 55 percent, down 6 percentage points from the previous quarter.
- While most (69 percent) believe the market will either stay where it is or rise, significantly more investors believe the market will drop this quarter, up 11 percentage points to 31 percent.
- Investors are most likely to choose "Dazed and Confused" as the movie title that best describes their views of the market this quarter, up 9 percent from Q2 and at the highest level in more than a year.
-
Significantly fewer investors believe the
U.S. economy is healthy enough for additional rate hikes this quarter, down 8 percentage points to 33 percent.
"Brexit and the resulting market volatility cast a shadow on investors' views of the market," commented
Mike Loewengart, VP of Investment Strategy at
Mr. Loewengart offered insight into the following opportunities that investors identified in the survey this quarter:
- Utilities. Investor interest in the utilities sector rose sharply in Q3 up 14 percentage points to 31 percent. Investors seeking low risk and high dividends are drawn to the utilities sector, viewing it as a haven during periods of market volatility.
- Consumer staples. Nearly one out of three investors this quarter believes the consumer staples sector offers potential, up 3 percentage points. Much like utilities, investors gravitate to this sector because they believe it can potentially be shielded from geopolitical events.
For useful insight from
About the Survey
This wave of the survey was conducted from
Referenced Data |
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When it comes to the current market are you? | |||||||||||||||
Q3'16 | Q2'16 | Q1'16 | Q4'15 | Q3'15 | |||||||||||
Bullish | 55% | 61% | 45% | 50% | 56% | ||||||||||
Bearish | 45% | 39% | 55% | 50% | 44% | ||||||||||
If you had to pick a movie title that best describes how you personally feel about the market right now, which would it be? |
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Q3'16 | Q2'16 | Q1'16 | Q4'15 | Q3'15 | |||||||||||
Dazed and Confused | 40% | 31% | 33% | 38% | 29% | ||||||||||
Easy Rider |
17% | 20% | 14% | 18% | 20% | ||||||||||
Pulp Fiction | 12% | 12% | 13% | 12% | 14% | ||||||||||
Singin' in the Rain | 9% | 13% | 7% | 9% | 13% | ||||||||||
Fear and Loathing in |
8% | 8% | 11% | 7% | 8% | ||||||||||
Raging Bull | 5% | 6% | 4% | 5% | 6% | ||||||||||
Jackass | 5% | 6% | 7% | 6% | 6% | ||||||||||
Apocalypse Now | 4% | 4% | 9% | 4% | 5% | ||||||||||
How do you predict the market will end this quarter? | |||||||||||||||
(Question asked beginning in Q1'16) |
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Q3'16 | Q2'16 | Q1'16 | |||||||||||||
Rise | 41% | 59% | 34% | ||||||||||||
Rise 20% | 1% | 1% | 0% | ||||||||||||
Rise 15% | 1% | 2% | 3% | ||||||||||||
Rise 10% | 5% | 9% | 10% | ||||||||||||
Rise 5% | 34% | 47% | 21% | ||||||||||||
Stay basically where it is | 28% | 21% | 20% | ||||||||||||
Drop 5% | 24% | 16% | 23% | ||||||||||||
Drop 10% | 6% | 4% | 16% | ||||||||||||
Drop 15% | 1% | 0% | 5% | ||||||||||||
Drop 20% | 0% | 0% | 2% | ||||||||||||
Drop | 31% | 20% | 46% | ||||||||||||
Is the |
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(Question asked beginning in Q1 '16) |
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Q3'16 | Q2'16 | Q1'16 | |||||||||||||
Agree (Top 2 Box) | 33% | 41% | 47% | ||||||||||||
Strongly agree | 6% | 9% | 7% | ||||||||||||
Somewhat agree | 27% | 32% | 40% | ||||||||||||
Neither agree nor disagree | 30% | 29% | 27% | ||||||||||||
Somewhat disagree | 28% | 20% | 19% | ||||||||||||
Strongly disagree | 9% | 10% | 7% | ||||||||||||
Disagree (Bottom 2 Box) | 37% | 30% | 26% | ||||||||||||
How interested are you in each of the following sectors, without taking into account the investment products which you can invest through? (% extremely or very interested) |
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Q3'16 | Q2'16 | Q1'16 | Q4'15 | Q3'15 | |||||||||||
Large |
47% | 46% | 42% | 45% | 56% | ||||||||||
Mid-sized |
37% | 43% | 35% | 36% | 47% | ||||||||||
Small |
31% | 34% | 28% | 32% | 44% | ||||||||||
Domestic bonds / debt | 19% | 14% | 17% | 18% | 21% | ||||||||||
International companies in developed markets (e.g., |
15% | 20% | 19% | 22% | 27% | ||||||||||
International companies in emerging markets (e.g., |
12% | 15% | 14% | 15% | 23% | ||||||||||
International bonds / debt issued in developed markets | 10% | 13% | 10% | 11% | 14% | ||||||||||
International bonds / debt issued in emerging markets | 9% | 9% | 10% | 11% | 15% | ||||||||||
What industries do you think offer the most potential this quarter? (Top three) |
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Q3'16 | Q2'16 | Q1'16 | Q4'15 | Q3'15 | |||||||||||
Health care | 54% | 56% | 60% | 57% | 68% | ||||||||||
Information technology | 44% | 51% | 53% | 45% | 46% | ||||||||||
Energy | 43% | 48% | 38% | 41% | 48% | ||||||||||
Utilities | 31% | 17% | 18% | 20% | 16% | ||||||||||
Consumer staples | 30% | 27% | 30% | 35% | 23% | ||||||||||
Telecommunication services | 26% | 24% | 26% | 22% | 23% | ||||||||||
Financials | 25% | 29% | 32% | 31% | 34% | ||||||||||
Industrials | 16% | 19% | 16% | 14% | 14% | ||||||||||
Materials | 16% | 14% | 13% | 14% | 13% | ||||||||||
Consumer discretionary |
15% |
17% |
15% |
20% |
15% |
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If you could give one piece of advice to a friend or family member who is thinking of investing right now, would it be to get into... (Top four) |
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Q3'16 |
Q2'16 |
Q1'16 |
Q4'15 |
Q3'15 |
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Individual stocks | 63% | 65% | 63% | 65% | 67% | ||||||||||
Equity mutual funds | 57% | 55% | 52% | 55% | 57% | ||||||||||
ETFs | 44% | 42% | 40% | 40% | 45% | ||||||||||
Money market funds or other cash-like instruments | 40% | 41% | 42% | 44% | 45% | ||||||||||
Fixed income mutual funds | 38% | 38% | 38% | 35% | 36% | ||||||||||
Bonds | 38% | 37% | 31% | 29% | 28% | ||||||||||
Investable properties | 36% | 36% | 35% | 36% | 36% | ||||||||||
CDs | 22% | 26% | 27% | 25% | 21% | ||||||||||
Commodities | 17% | 15% | 17% | 19% | 15% | ||||||||||
|
12% | 15% | 14% | 14% | 14% | ||||||||||
Foreign exchange (Forex or FX) | 10% | 8% | 12% | 12% | 11% | ||||||||||
Hedge funds | 10% | 9% | 11% | 11% | 10% | ||||||||||
Futures | 9% | 8% | 12% | 9% | 9% | ||||||||||
About
The information provided herein is for general informational purposes only and should not be considered investment advice. Past performance does not guarantee future results. ETFC-G
© 2016
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