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July Financial Sector Sentiment Report

On a monthly basis, Ipreo leverages our industry relationships to get insight into the issues that impact the industry.

With our Hot Topic series, we regularly survey buy-side analysts and portfolio managers for their feedback on a variety of topics affecting the financial and investment communities, and we share that feedback here.

Earlier this year, Ipreo’s perception team began reaching out to gather investor sentiment on the markets. Specifically, we asked: “Are you bullish, bearish or neutral on the Financial sector over the next year, and what factors do you see driving the space?”

The document includes a quantitative analysis with some commentary summarizing the monthly feedback, including charts and graphs that display the historical shift in investor responses and overall sentiment within the sector through our perception process. We’ve also included the feedback from our July survey, with responses from analysts and portfolio managers covering insurance, banks, asset managers etc.


“Despite the bullish sentiment we’ve seen, some investors warn that valuations are full and several of these factors are already priced into Financial stocks.”

Find out what else they had to say in our July edition of this monthly report: July Financial Sector Sentiment Report

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