Posted inNORDICS

sentiment survey 2013 q4 denmark

 

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%
   

tom@ybc.tv

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