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sentiment survey 2013 q4 finland

Table 1 shows the responses of investors at Expert Investor Finland.

Table 2 shows sentiment data gathered via fund selector interviews and online surveys, shortly before the event.

 

Table 1: Event voting

1.) For US equities, do you prefer:  
Small-cap  46%
Large cap  42%
No preference  13%
   
2.) For US equities, do you prefer:  
Growth  40%
Value 48%
No preference  12%
   
3.) For US equities, do you prefer:  
Active  63%
Passive 38%
No preference  0%
   
4.) For US equities, do you prefer:  
Long-only 78%
Long-short 13%
No preference  9%
   
5.) For European equities, do you prefer:  
Small-cap  25%
Large cap  58%
No preference  17%
   
6.) For European equities, do you prefer:  
Growth  19%
Value 67%
No preference  15%
   
7.) For European equities, do you prefer:  
Active  75%
Passive 25%
No preference  0%
   
8.) For European equities, do you prefer:  
Long-only 76%
Long-short 24%
No preference  0%
   
9.) For EM equities, do you prefer:  
Small-cap  33%
Large cap  54%
No preference  13%
   
10.) For EM equities, do you prefer:  
Growth  46%
Value 31%
No preference  23%
   
11.) For EM equities, do you prefer:  
Active  85%
Passive 15%
No preference  0%
   
12.) For EM equities, do you prefer:  
Long-only 76%
Long-short 16%
No preference  8%
   
13.) Re Russian ownership of Finnish companies are you a:  
Bull 20%
Undecided/Neither 44%
Bear 36%
   
14.) For Fixed Income do you prefer:  
Traditional 25%
Multi-asset  55%
Hedge 10%
No preference 10%
   
15.) Re Convertible Bonds, over the next 12 months do you expect to:  
Increase your weighting 24%
Keep it the same / uncertain 18%
Decrease your weighting 0%
We don’t use this asset class 59%
   
16.) Re Absolute Return Strategies, over the next 12 months do you expect to:  
Increase your weighting 44%
Keep it the same / uncertain 17%
Decrease your weighting 6%
We don’t use this asset class 33%
   
17.) Is the current government competent to manage the economy?  
Yes 25%
No 75%
   
18.) Which is the greater threat?  
Inflation 33%
Deflation 67%
   
19.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 27%
It will continue 73%
   
20.) What should happen to the euro?  
It should stay as it is 31%
The fiscally strong states should form a separate union 54%
We should go back to one country, one currency 15%

Table 2: Pre-event sentiment

1.) Re global emerging market equities, over the next 12 months do you expect to:  
Increase your weighting 53%
Keep it the same / uncertain 44%
Decrease your weighting 3%
We don’t use this asset class 0%
   
2.) Re developed European equities, over the next 12 months do you expect to:  
Increase your weighting 53%
Keep it the same / uncertain 44%
Decrease your weighting 0%
We don’t use this asset class 3%
   
3.) Re UK equities, over the next 12 months do you expect to:  
Increase your weighting 3%
Keep it the same / uncertain 28%
Decrease your weighting 3%
We don’t use this asset class 66%
   
4.) Re US equities, over the next 12 months do you expect to:  
Increase your weighting 16%
Keep it the same / uncertain 58%
Decrease your weighting 23%
We don’t use this asset class 3%
   
5.) Re Asian equities, over the next 12 months do you expect to:  
Increase your weighting 47%
Keep it the same / uncertain 53%
Decrease your weighting 0%
We don’t use this asset class 0%
   
6.) Re Japanese equities, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 63%
Decrease your weighting 9%
We don’t use this asset class 15%
   
7.) Re developed market government bonds, over the next 12 months do you expect to:  
Increase your weighting 6%
Keep it the same / uncertain 50%
Decrease your weighting 28%
We don’t use this asset class 16%
   
8.) Re developed market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 16%
Keep it the same / uncertain 59%
Decrease your weighting 25%
We don’t use this asset class 0%
   
9.) Re high yield bonds, over the next 12 months do you expect to:  
Increase your weighting 28%
Keep it the same / uncertain 53%
Decrease your weighting 6%
We don’t use this asset class 13%
   
10.) Re emerging market government bonds, over the next 12 months do you expect to:  
Increase your weighting 26%
Keep it the same / uncertain 56%
Decrease your weighting 9%
We don’t use this asset class 9%
   
11.) Re emerging market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 50%
Decrease your weighting 0%
We don’t use this asset class 12%
   
12.) What is your broad macroeconomic outlook?   
Positive  69%
Uncertain  31%
Negative  0%
   
13.) Re absolute return strategies, over the next 12 months do you expect to:  
Increase your weighting 34%
Keep it the same / uncertain 29%
Decrease your weighting 6%
We don’t use this asset class 31%
   

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