Value Discipline: UBS Index of Investor Optimism isn't very Optimistic

Value Discipline

A celebration of value thinking, a salute to common sense and straightforward logic. I hope to explore the logic of Wall Street recommendations in a value context. Many of these ideas are employed in my portfolios and those of my family, friends, and clients. Please bear in mind that ALL ideas, opinions, and/or forecasts are for informational or entertainment value ONLY and should NOT be construed as a recommendation to invest, trade, or speculate in the stock market.

Thursday, May 25, 2006

UBS Index of Investor Optimism isn't very Optimistic

Sentiment is souring among investors, at least according to the most recent UBS/ Gallup survey. The concerns:

Energy prices-     92% of investors believe that energy prices are having a negative effect on the investment climate.

The dollar-            64% believe that the dollar problems are negatively influencing the investment climate.

Housing-               63% believe the softening housing market is hurting the investment climate.

Interest rates-       47% believe that the current level of interest rates is hurting the investment climate.

Investment Executive Survey

About Me

Name: Rick

Location: Oakville, Ontario, Canada

I have been a portfolio manager of institutional portfolios for 30 years. My current interests focus on separately managed accounts for individuals as well as portfolio selection for unit investment trusts. I am a Chartered Financial Analyst as well as a Certified Financial Planner. My greatest joy outside of my family is training young people to become better research analysts, portfolio managers and financial planners.

Value Discipline

Thursday, May 25, 2006

UBS Index of Investor Optimism isn't very Optimistic

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