FINANCIAL ADVISORS SEE BULL MARKET RUNNING IN 2025

• Expect 2-3 Fed Rate Cuts and Soft Landing in 2025 • Getting to gains could be painful •
• Advisors see correction or worse and are adding downside protection •

InspereX, in partnership with Red Zone Marketing, has recently conducted the ninth iteration in a series of research studies, to learn how financial professionals are shaping their business operations, portfolios, marketing and communications in our 'post election towards 2025' environment.

The November 2024 InspereX Pulse Survey was conducted between November 6 - 13, 2024. The 682 financial advisors responding work at independent broker/dealers, RIAs, banks, regional firms and wirehouses. During the survey period, the S&P 500 high was 6001.35, the low was 5929.04 and it closed at 5985.38 on November 13.

The compiled research revealed opportunities and challenges including:

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Post-Election Worries for Advisors/Investors

What worries advisors the most? 
1.    Geopolitics (31%) 
2.    Inflation (27%) 
3.    Market volatility (15%)
4.    New Presidential Administration (11%)
5.    Rising taxes (8%)
6.    Interest rates (8%)

Client Anxiety

The Feds Impact; Soft/Hard Landing in 2025

How will the economy land? 
•    46% of advisors believe the Fed will eventually achieve a soft landing
•    25% expect a no landing scenario 
•    22% believe the Fed has already achieved a soft landing
•    7% expect a hard landing

Market Forecast

Market Predictions & Strategies

In 2025 Advisors expect a bull market but with some volatility:
•    83% expect S&P to increase by 10%+
•    80% expect a correction (drop of 10%+)
•    72% will add more downside protection

Access the Post Election 2024 Survey Results Now!

Advisor Pulse Survey November 2024 Report

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InspereX is dedicated to providing fresh ideas and professional service to help your practice thrive and stand apart. Please reach out to our team if you would like to discuss what more InspereX can do to serve as your partner.

InspereX has partnered with Red Zone Marketing to conduct research on how financial professionals are operating, marketing, investing and communicating. 682 financial professionals from broker-dealers, banks and RIAs were surveyed from November 6 - 13, 2024. The financial advisors responding work at independent broker/dealers, RIAs, banks, regional firms and wirehouses. During the survey period, the S&P 500 high was 6001.35, the low was 5929.04 and it closed at 5985.38 on November 13. The survey was conducted by Red Zone Marketing, a full-service marketing research consultancy. InspereX LLC and Red Zone Marketing are not affiliated.