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sentiment survey 2013 q2 geneva

The votes are in from fund selectors in Geneva

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1.) What is your broad macroeconomic outlook?  
Positive 23.08%
Uncertain 53.85%
Negative 23.08%
   
2.) Re Global Emerging Market Equities over the next 12 months do you expect to:  
Increase your weighting 53.85%
Keep it the same / uncertain 30.77%
Decrease your weighting 7.69%
We don’t use this asset class 7.69%
   
3.) Re Developed European Equities over the next 12 months do you expect to:  
Increase your weighting 46.15%
Keep it the same / uncertain 30.77%
Decrease your weighting 7.69%
We don’t use this asset class 15.38%
   
4.) Re UK Equities over the next 12 months do you expect to:  
Increase your weighting 23.08%
Keep it the same / uncertain 38.46%
Decrease your weighting 23.08%
We don’t use this asset class 15.38%
   
5.) Re US Equities over the next 12 months do you expect to:  
Increase your weighting 38.46%
Keep it the same / uncertain 46.15%
Decrease your weighting 7.69%
We don’t use this asset class 7.69%
   
6.) Re Asian Equities over the next 12 months do you expect to:  
Increase your weighting 71.43%
Keep it the same / uncertain 21.43%
Decrease your weighting 7.14%
We don’t use this asset class 0%
   
7.) Re Japanese Equities over the next 12 months do you expect to:  
Increase your weighting 28.57%
Keep it the same / uncertain 42.86%
Decrease your weighting 7.14%
We don’t use this asset class 21.43%
   
8.) Re Developed Market Government Bonds over the next 12 months do you expect to:  
Increase your weighting 0%
Keep it the same / uncertain 8.33%
Decrease your weighting 75%
We don’t use this asset class 16.67%
   
9.) Re Developed Market Corporate Bonds over the next 12 months do you expect to:  
Increase your weighting 21.43%
Keep it the same / uncertain 57.14%
Decrease your weighting 14.29%
We don’t use this asset class 7.14%
   
10.) Re Developed Market High Yield Bonds over the next 12 months do you expect to:  
Increase your weighting 20%
Keep it the same / uncertain 40%
Decrease your weighting 26.67%
We don’t use this asset class 13.33%
   
11.) Re Emerging Market Government Bonds over the next 12 months do you expect to:  
Increase your weighting 12.50%
Keep it the same / uncertain 62.50%
Decrease your weighting 12.50%
We don’t use this asset class 12.50%
   
12.) Re Emerging Market Corporate Bonds over the next 12 months do you expect to:  
Increase your weighting 30.77%
Keep it the same / uncertain 38.46%
Decrease your weighting 7.69%
We don’t use this asset class 23.08%
   
13.) Are you interested in long/short fixed income?  
Yes 73.33%
No 26.67%
   
14.) Which is the greater threat?  
Inflation 27.27%
Deflation 72.73%
   
15.) Austerity will it:  
Cure 14.29%
Kill 85.71%
   
16.) Re Gold over the next 12 months do you expect to:  
Increase your weighting 6.67%
Keep it the same / uncertain 46.67%
Decrease your weighting 33.33%
We don’t use this asset class 13.33%
   
17.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 6.25%
It will continue 93.75%
   
18.) What should happen to the euro?  
It should stay as it is 13.33%
The fiscally strong states should form a separate union 53.33%
We should go back to one country one currency 33.33%
   
19.) Financial transaction tax  
Good idea 30.77%
Not sure 30.77%
Bad idea 38.46%
   
20.) The EU bonus cap  
Good idea 50%
Not sure 16.67%
Bad idea 33.33%

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