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sentiment survey 2013 q1 pan euro

Full voting results from the EIE Pan-European congress, which took place in March 2013.

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Dylan Emery

 

 

 

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%
 

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