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sentiment survey 2013 q1 pan euro

 

 

 

What is your broad macro outlook?  
positive 53%
neutral 36%
negative 10%
   
Should Mario Draghi resign?  
Yes 19.30%
No 80.70%
   
What will be the fate of the euro?  
It will not exist in 2 years 3.77%
It will not exist in 10 years 18.87%
It will continue 77.36%
   
What should happen to the euro?  
It should stay as it is 46.30%
The fiscally strong states should form a separate union 38.89%
We should go back to one country one currency 14.81%
   
Should Greece exit the euro?  
Yes 38.33%
No 61.67%
   
Which is the greater threat?  
Inflation 61.76%
Deflation 38.24%
   
Re Real Estate over the next 12 months do you expect to:  
Increase your weighting 43.28%
Keep it the same/uncertain 14.93%
Decrease your weighting 14.93%
We don’t use this asset class 26.87%
   
Re Latam Equities over the next 12 months do you expect to:  
Increase your weighting 31.48%
Keep it the same / uncertain 31.48%
Decrease your weighting 11.11%
We don’t use this asset class 25.93%
   
Re Asian Equities over the next 12 months do you expect to:  
Increase your weighting 49.12%
Keep it the same / uncertain 31.58%
Decrease your weighting 10.53%
We don’t use this asset class 8.77%
   
Re Emerging Europe Equities over the next 12 months do you expect to:  
Increase your weighting 25.93%
Keep it the same / uncertain 35.19%
Decrease your weighting 11.11%
We don’t use this asset class 27.78%
   
Re US Equities over the next 12 months do you expect to:  
Increase your weighting 40%
Keep it the same / uncertain 51%
Decrease your weighting 9%
We don’t use this asset class 0%
   
Re Japanese Equities over the next 12 months do you expect to:  
Increase your weighting 26%
Keep it the same / uncertain 61%
Decrease your weighting 11%
We don’t use this asset class 2%
   
Re Dev European Equities over the next 12 months do you expect to:  
Increase your weighting 63%
Keep it the same / uncertain 32%
Decrease your weighting 5%
We don’t use this asset class 0%
   
Re Global EM Equities over the next 12 months do you expect to:  
Increase your weighting 67%
Keep it the same / uncertain 28%
Decrease your weighting 4%
We don’t use this asset class 2%
   
Re Dev Mkt Gov Bonds over the next 12 months do you expect to:  
Increase your weighting 5%
Keep it the same / uncertain 32%
Decrease your weighting 63%
We don’t use this asset class 0%
   
Re EM Gov Bonds over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 45%
Decrease your weighting 13%
We don’t use this asset class 4%
   
Re Dev Mkt Corp Bonds over the next 12 months do you expect to:  
Increase your weighting 18%
Keep it the same / uncertain 47%
Decrease your weighting 33%
We don’t use this asset class 2%
   
Re Absolute Return Strats over the next 12 months do you expect to:  
Increase your weighting 36%
Keep it the same / uncertain 57%
Decrease your weighting 5%
We don’t use this asset class 2%
   
Re Dev Mkt High Yield over the next 12 months do you expect to:  
Increase your weighting 32%
Keep it the same / uncertain 32%
Decrease your weighting 33%
We don’t use this asset class 4%
   
Re Multi-asset strats over the next 12 months do you expect to:  
Increase your weighting 25%
Keep it the same / uncertain 61%
Decrease your weighting 7%
We don’t use this asset class 7%
 

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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