Advisor Sentiment Index

Summer 2013

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Advisors predict economic flatline

Nearly half the financial advisors surveyed for the Summer 2013 Advisor Sentiment Index expect economic growth to be non-existent for the rest of the year. In terms of capital markets however, advisors are feeling more positive, with bulls outnumbering bears by more than 2 to 1. Most of the optimism is directed toward U.S. equities, while Canadian and U.S. government bonds are notably out of favour. More than 60% say they’re at least “somewhat” bearish on Canadian 10-year and U.S. 30-year bonds.

The overall index is at 61.

The Advisor Sentiment Index

These are some of the findings of an Ipsos Reid poll conducted between April 5 and May 22, 2013 on behalf of Sun Life Financial. For this survey, a sample of 345 Canadian financial advisors was interviewed by telephone. The survey participants represent a cross-section of the Canadian financial services industry including affiliated and independent financial advisors. Respondents were asked to share their opinions looking ahead roughly 6 months, to December 31, 2013. The Advisor Sentiment Index figure is the average score given by advisors on their outlook for capital markets.

Past reports:

Advisor Sentiment Index: Winter 2013

Advisor Sentiment Index Report 2012