Polling at the event showed that macroeconomic sentiment among this group remains in positive territory, but has declined since our researcher visited the city in December 2012.
Reflecting this wary yet sanguine stance, fund selectors expected to increase their exposure to most equity regions over the following 12 months but the proportions planning higher weightings were generally lower than last year. Appetite was strongest for US and emerging/frontier market stocks.
As Expert Investor Europe reported this week, a notable shift within fixed income was the upturn in appetite for emerging market credit, in-line with the broader move by global investors towards higher-yielding bonds. Demand for EM government debt was significantly lower in comparison.
Click here to see a slideshow of photos taken at Expert Investor Nordic.
Platinum members can additionally view a full breakdown of the event voting data here, as well as charts showing how Swedish investor appetite for various asset classes has changed over time, here.
