Posted inNORDICS

sentiment survey 2013 q2 sweden

 

1.)  What is your broad macroeconomic outlook?  
Positive 43%
Uncertain 43%
Negative 14%
   
2.)  Re Global Emerging Market Equities, over the next 12 months do you expect to:  
Increase your weighting 37%
Keep it the same / uncertain 53%
Decrease your weighting 11%
We don’t use this asset class 0%
   
3.)  Re Developed European Equities, over the next 12 months do you expect to:  
Increase your weighting 32%
Keep it the same / uncertain 58%
Decrease your weighting 11%
We don’t use this asset class 0%
   
4.)  Re UK Equities, over the next 12 months do you expect to:  
Increase your weighting 0%
Keep it the same / uncertain 39%
Decrease your weighting 17%
We don’t use this asset class 44%
   
5.)  Re US Equities, over the next 12 months do you expect to:  
Increase your weighting 43%
Keep it the same / uncertain 38%
Decrease your weighting 14%
We don’t use this asset class 5%
   
6.)  Re Asian Equities, over the next 12 months do you expect to:  
Increase your weighting 20%
Keep it the same / uncertain 75%
Decrease your weighting 5%
We don’t use this asset class 0%
   
7.)  Re Japanese Equities, over the next 12 months do you expect to:  
Increase your weighting 20%
Keep it the same / uncertain 45%
Decrease your weighting 15%
We don’t use this asset class 20%
   
8.)  Re Developed Market Government Bonds, over the next 12 months do you expect to:  
Increase your weighting 0%
Keep it the same / uncertain 47%
Decrease your weighting 37%
We don’t use this asset class 16%
   
9.)  Re Developed Market Corporate Bonds, over the next 12 months do you expect to:  
Increase your weighting 20%
Keep it the same / uncertain 55%
Decrease your weighting 20%
We don’t use this asset class 5%
   
10.)  Re Developed Market High-yield Bonds, over the next 12 months do you expect to:  
Increase your weighting 30%
Keep it the same / uncertain 55%
Decrease your weighting 10%
We don’t use this asset class 5%
   
11.)  Re Emerging Market Government Bonds, over the next 12 months do you expect to:  
Increase your weighting 25%
Keep it the same / uncertain 50%
Decrease your weighting 20%
We don’t use this asset class 5%
   
12.)  Re Emerging Market Corporate Bonds, over the next 12 months do you expect to:  
Increase your weighting 53%
Keep it the same / uncertain 21%
Decrease your weighting 5%
We don’t use this asset class 21%
   
13.)  Re Long/short European/UK Equity, over the next 12 months do you expect to:  
Increase your weighting 27%
Keep it the same / uncertain 36%
Decrease your weighting 0%
We don’t use this asset class 36%
   
14.)  Re Frontier Market Equities, over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 43%
Decrease your weighting 10%
We don’t use this asset class 10%
   
15.)  Which is the greater threat?  
Inflation 28%
Deflation 72%
   
16.) At what time scale do you think inflation will be a threat?  
1 year 0%
3 years 71%
5 years 29%
   
17.)  At what time scale do you think deflation will be a threat?  
1 year 80%
3 years 5%
5 years 15%
   
18.)  What will be  the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 11%
It will continue 89%
   
19.)  What should happen  to the euro?  
It should stay as it is 40%
The fiscally strong states should form a separate union 50%
We should go back to one country, one currency 10%
   
20.) Re Gold  
Bull 15%
Undecided/Neither 25%
Bear 60%

 

tom@ybc.tv

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