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Advisor Intent Trends August 2023

On the back of another month of falling inflation, bonds saw their relative share of advisor attention fall.

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Advisor Intent Trends July 2023

July was a great month for markets and advisors were at ease…

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Advisor Intent Trends June 2023

The overall data on advisor interests is fairly similar to last month, but with one big change…

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Advisor Intent Trends May 2023

Advisor focus had an interesting mix of themes in May…

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Advisor Intent Trends April 2023

April saw a moderation on many of the themes that flared up in March.

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Advisor Intent Trends March 2023

March was unlike any other month in the history of the index.

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Advisor Intent Trends February 2023

February was a major month for both equities and bonds, driven by the higher-than-anticipated inflation…

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Advisor Intent Trends January 2023

In January, the focus on bonds and equities held mostly steady, but sentiment changed remarkably.

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Advisor Intent Trends December 2022

Just when tensions seemed like they might abate and return to normal, December struck.

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Advisor Intent Trends November 2022

Both equities and fixed income saw additional increases in mindshare from already high levels…

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