DALBAR’s annual Quantitative Analysis of Investor Behavior (QAIB) report monitors the gap between leading indicators of investment performance and what mutual fund investors actually earn. The QAIB report is often mentioned as “measuring the shortfall in retail investor real returns”. According to the 2014 edition of QAIB, the report shows a reversal of the…
Julian Emanuel (UBS) predicts that the S&P 500 books another double-digit gain in 2014 and sets a year end 2014 S&P 500 Price Target of 1,950. “2014 looks to be another positive year for US equities. Our year end 2014 S&P 500 Price Target of 1,950 represents a gain of 10.1% from the current price…
A survey of Tiger 21 members offers an intriguing glimpse into what millionaires do with their millions. The annual survey looks at the most valued investments and managers of Tiger 21’s 220 members, who collectively manage more than $20 billion in investable assets. Individual stock purchases were the most common public equity investment at 50%,…
Dutch households significantly invested more in mutual funds in recent years, according to a survey by Dutch Central Bank (DNB) . The total value of investments ( mutual funds, stocks and bonds) of Dutch households was in January 2010 EUR 95 billion , in June this year, the total value has dropped to EUR 88…
The super rich (UHNWI) remain “bullish”. HNWI Investments remain still allocated to public/private equity. This is evident from the latest asset allocation of Tiger 21, a network group of investors with capital to invest on average of $ 75 million.They remain committed to their allocation to stocks and bonds and relatively few in cash, according…