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sentiment survey 2013 q2 portugal

The voting results from fund selectors in Lisbon, in May 2013

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1.)  What is your broad macroeconomic outlook?
Positive 32%
Uncertain 48%
Negative 20%
   
2.)  Re Global Emerging Market Equities, over the next 12 months do you expect to:
Increase your weighting 50%
Keep it the same / uncertain 29%
Decrease your weighting 8%
We don’t use this asset class 13%
   
3.)  Re Developed European Equities, over the next 12 months do you expect to:
Increase your weighting 40%
Keep it the same / uncertain 40%
Decrease your weighting 16%
We don’t use this asset class 4%
   
4.)  Re UK Equities, over the next 12 months do you expect to:
Increase your weighting 15%
Keep it the same / uncertain 31%
Decrease your weighting 15%
We don’t use this asset class 38%
   
5.)  Re US Equities, over the next 12 months do you expect to:
Increase your weighting 36%
Keep it the same / uncertain 44%
Decrease your weighting 16%
We don’t use this asset class 4%
   
6.)  Re Asian Equities, over the next 12 months do you expect to:
Increase your weighting 38%
Keep it the same / uncertain 29%
Decrease your weighting 4%
We don’t use this asset class 29%
   
7.)  Re Japanese Equities, over the next 12 months do you expect to:
Increase your weighting 28%
Keep it the same / uncertain 28%
Decrease your weighting 16%
We don’t use this asset class 28%
   
8.)  Re Developed Market Government Bonds, over the next 12 months do you expect to:
Increase your weighting 4%
Keep it the same / uncertain 13%
Decrease your weighting 74%
We don’t use this asset class 9%
   
9.)  Re Developed Market Corporate Bonds, over the next 12 months do you expect to:
Increase your weighting 13%
Keep it the same / uncertain 50%
Decrease your weighting 38%
We don’t use this asset class 0%
   
10.)  Re Developed Market High-yield Bonds, over the next 12 months do you expect to:
Increase your weighting 24%
Keep it the same / uncertain 48%
Decrease your weighting 28%
We don’t use this asset class 0%
   
11.)  Re Emerging Market Government Bonds, over the next 12 months do you expect to:
Increase your weighting 32%
Keep it the same / uncertain 36%
Decrease your weighting 16%
We don’t use this asset class 16%
   
12.)  Re Emerging Market Corporate Bonds, over the next 12 months do you expect to:
Increase your weighting 33%
Keep it the same / uncertain 50%
Decrease your weighting 0%
We don’t use this asset class 17%
   
13.)  Re Convertible Bonds, over the next 12 months do you expect to:
Increase your weighting 31%
Keep it the same / uncertain 23%
Decrease your weighting 8%
We don’t use this asset class 38%
   
14.)  Re Inflation-linked Bonds, over the next 12 months do you expect to:
Increase your weighting 8%
Keep it the same / uncertain 16%
Decrease your weighting 24%
We don’t use this asset class 52%
   
15.)  Which is the greater threat?
Inflation 30%
Deflation 70%
   
16.)  How long do you think deflation will be a risk?
1 year 10%
2 years 55%
3 years 35%
   
17.)  How long do you think inflation will be a risk?
1 year 5%
2 years 26%
3 years 68%
   
18.)  Your govt solution to debt problem
Bull 52%
Undecided/Neither 24%
Bear 24%
   
19.)  Is the current government competent to manage the economy?
Yes 52%
No 48%
   
20.) Is there an alternative party that could do better?
Yes 5%
No 95%
   
21.)  Would you like the rating agencies to vanish?
Yes, destroy them 50%
No, keep them 50%
   

 

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