| 1.) Re Infrastructure funds, over the next 12 months do you expect to: | |
| Increase your weighting | 17% |
| Keep it the same / uncertain | 17% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 65% |
| 2.) For Fixed Income, do you prefer: | |
| Traditional | 52% |
| Multi-asset | 21% |
| Hedge | 21% |
| No preference | 7% |
| 3.) Re Convertible Bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 11% |
| Keep it the same / uncertain | 14% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 75% |
| 4.) Chinese equities: | |
| Bull | 39% |
| Undecided/Neither | 29% |
| Bear | 32% |
| 5.) Re Commodities, over the next 12 months do you expect to: | |
| Increase your weighting | 13% |
| Keep it the same / uncertain | 13% |
| Decrease your weighting | 17% |
| We don’t use this asset class | 57% |
| 6.) For European equities, do you prefer: | |
| Small-cap | 35% |
| Large cap | 35% |
| No preference | 30% |
| 7.) For European equities, do you prefer: | |
| Growth | 38% |
| Value | 38% |
| No preference | 23% |
| 8.) For European equities, do you prefer: | |
| Active | 69% |
| Passive | 23% |
| No preference | 8% |
| 9.) For European equities, do you prefer: | |
| Long-only | 64% |
| Long-short | 24% |
| No preference | 12% |
| 10.) For US equities, do you prefer: | |
| Small-cap | 46% |
| Large cap | 42% |
| No preference | 13% |
| 11.) For US equities, do you prefer: | |
| Growth | 38% |
| Value | 42% |
| No preference | 19% |
| 12.) For US equities, do you prefer: | |
| Active | 52% |
| Passive | 43% |
| No preference | 4% |
| 13.) For US equities, do you prefer: | |
| Long-only | 80% |
| Long-short | 16% |
| No preference | 4% |
| 14.) For EM equities, do you prefer: | |
| Small-cap | 35% |
| Large cap | 42% |
| No preference | 23% |
| 15.) For EM equities, do you prefer: | |
| Growth | 63% |
| Value | 17% |
| No preference | 21% |
| 16.) For EM equities, do you prefer: | |
| Active | 89% |
| Passive | 11% |
| No preference | 0% |
| 17.) For EM equities, do you prefer: | |
| Long-only | 88% |
| Long-short | 8% |
| No preference | 4% |
| 18.) Is the US still the most important economic and investment force in the world? | |
| Yes | 38% |
| Yes – but only for the next couple of decades | 58% |
| No – their days of glory are already over | 4% |
| 19.) Re Gold price over the next 2 years: | |
| Bull | 29% |
| Undecided/Neither | 29% |
| Bear | 42% |
| 20.) Which is the greater threat? | |
| Inflation | 44% |
| Deflation | 56% |
