Posted inFRENELUX

Sentiment Survey 2013 Q1 Belgium

 

 

 

 

 

1.) What is your broad macroeconomic outlook?  
Positive 37%
Uncertain 53%
Negative 11%
   
2.) Is the current government competent to manage the economy?  
Yes 24%
No 76%
   
3.) Re Global Emerging Market Equities over the next 12 months do you expect to:  
   
Increase your weighting 74%
Keep it the same / uncertain 21%
Decrease your weighting 0%
We don’t use this asset class 5%
   
4.) Re Developed European Equities over the next 12 months do you expect to:  
   
Increase your weighting 50%
Keep it the same / uncertain 39%
Decrease your weighting 11%
We don’t use this asset class 0%
   
5.) Re UK Equities over the next 12 months do you expect to:  
Increase your weighting 11%
Keep it the same / uncertain 32%
Decrease your weighting 11%
We don’t use this asset class 47%
   
6.) Re US Equities over the next 12 months do you expect to:  
Increase your weighting 53%
Keep it the same / uncertain 35%
Decrease your weighting 6%
We don’t use this asset class 6%
   
7.) Re Asian Equities over the next 12 months do you expect to:  
Increase your weighting 37%
Keep it the same / uncertain 53%
Decrease your weighting 5%
We don’t use this asset class 5%
   
8.) Re Japanese Equities over the next 12 months do you expect to:  
Increase your weighting 21%
Keep it the same / uncertain 21%
Decrease your weighting 16%
We don’t use this asset class 42%
   
9.) Re Developed Market Government Bonds over the next 12 months do you expect to:  
   
Increase your weighting 0%
Keep it the same / uncertain 11%
Decrease your weighting 83%
We don’t use this asset class 6%
   
10.) Re Developed Market Corporate Bonds over the next 12 months do you expect to:  
   
Increase your weighting 5%
Keep it the same / uncertain 58%
Decrease your weighting 37%
We don’t use this asset class 0%
   
11.) Re Developed Market High-yield Bonds over the next 12 months do you expect to:  
   
Increase your weighting 22%
Keep it the same / uncertain 44%
Decrease your weighting 22%
We don’t use this asset class 11%
   
12.) Re Emerging Market Government Bonds over the next 12 months do you expect to:  
Increase your weighting 37%
Keep it the same / uncertain 37%
Decrease your weighting 16%
We don’t use this asset class 11%
   
13.) Re Emerging Market Corporate Bonds over the next 12 months do you expect to:  
Increase your weighting 39%
Keep it the same / uncertain 33%
Decrease your weighting 6%
We don’t use this asset class 22%
   
14.) Re Absolute Return Strategies over the next 12 months do you expect to:  
Increase your weighting 32%
Keep it the same / uncertain 26%
Decrease your weighting 11%
We don’t use this asset class 32%
   
15.) Will emerging market currencies continue to strengthen against developed currencies?  
1. They will 90%
2. They will not 10%
   
16.) Do you use risk-weighted portfolio construction techniques?  
1. Yes 22%
2. No 78%
   
17.) Re Ecological/Ethical Funds over the next 12 months do you expect to:  
Increase your weighting 11%
Keep it the same / uncertain 17%
Decrease your weighting 6%
We don’t use this asset class 67%
   
18.) Do you use sustainability as a criteria in your investments?  
1. Yes 28%
2. No 72%
   
19.) Re Funds of hedge funds over the next 12 months do you expect to:  
Increase your weighting 11%
Keep it the same / uncertain 11%
Decrease your weighting 26%
We don’t use this asset class 53%
   
20.) Re Single Strategy hedge funds over the next 12 months do you expect to:  
Increase your weighting 18%
Keep it the same / uncertain 18%
Decrease your weighting 18%
We don’t use this asset class 47%
   
21.) Is the US still the most important economic and investment force in the world?  
Yes – without doubt 43%
Yes – but only for the next couple of decades 43%
No – their days of glory are already over 14%
   
22.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 15%
It will continue 85%
   
23.) What should happen to the euro?  
It should stay as it is 52%
The fiscally strong states should form a separate union 43%
We should go back to one country one currency 5%
   
24.) Which is the greater threat?  
Inflation 57%
Deflation 43%
   
25.) How important will the US be to you in the future?  
1. More important 69%
2. Stay same 25%
3. Less important 6%
   
26.) Austerity vs spending in government policy: will it cure or kill?  
1. Cure 47%
2. Kill 53%
   
27.) What will the overall impact of the transaction tax be?  
1. Good 10%
2. Neutral 50%
3. Bad 40%
 

Dylan Emery

Dylan Emery is the group editorial director of Last Word. He is one of the founders of the company and he created International Adviser, Portfolio Adviser and Expert Investor. His primary responsibilities...

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