8 Ways RIAs, Investors View Markets Over the Next Year: Schwab

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Financial advisors hold more bullish views on the markets and the economy over the next year than retail investors do, according to a new survey from Schwab Asset Management.

The RIA and Retail Investor Market Outlook Study, released this month, also found registered investment advisors and retail investors worry about different potential influences on the economy and investments.

“Retail investors are significantly more concerned about the U.S. presidential elections and geopolitical tensions compared to advisors, while advisors are more likely to be concerned about inflation,” a survey summary noted.

Schwab Asset Management CEO and Chief Investment Officer Omar Aguilar and Sébastien Page, T. Rowe Price chief investment officer and global multi-asset head, recently discussed the findings on a webcast.

The survey gathered information from April 18 through May 13 from more than 300 Schwab client RIAs and retail investors in the Schwab online communities, including clients and non-clients.

Here are eight survey findings, with some comments from the CIOs.