Posted inNORDICS

sentiment survey 2013 q4 norway

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

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

 

Table 1: Event voting

1.) For Fixed Income do you prefer:  
Traditional 70%
Multi-asset  20%
Hedge 0%
No preference 10%
   
2.) Which is the greater threat?  
Inflation 41%
Deflation 59%
   
3.) For EM equities, do you prefer:  
Small cap  22%
Large cap  43%
No preference  35%
   
4.) For EM equities, do you prefer:  
Growth  45%
Value 27%
No preference  27%
   
5.) For EM equities, do you prefer:  
Active  78%
Passive 22%
No preference  0%
   
6.) For EM equities, do you prefer:  
Long-only 82%
Long-short 18%
No preference  0%
   
7.) For European equities, do you prefer:  
Small cap  52%
Large cap  0%
No preference  48%
   
8.) For European equities, do you prefer:  
Growth  26%
Value 48%
No preference  26%
   
9.) For European equities, do you prefer:  
Active  62%
Passive 33%
No preference  5%
   
10.) For European equities, do you prefer:  
Long-only 64%
Long-short 27%
No preference  9%
   
11.) For US equities, do you prefer:  
Small cap  23%
Large cap  32%
No preference  45%
   
12.) For US equities, do you prefer:  
Growth  15%
Value 55%
No preference  30%
   
13.) For US equities, do you prefer:  
Active  50%
Passive 40%
No preference  10%
   
14.) For US equities, do you prefer:  
Long-only 68%
Long-short 26%
No preference  5%
   
15.) What is your general outlook on Europe?  
Bull 41%
Undecided/Neither 35%
Bear 24%
   
16.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 6%
It will continue 94%
   
17.) What should happen to the euro?  
It should stay as it is 50%
The fiscally strong states should form a separate union 44%
We should go back to one country, one currency 6%

Table 2: Pre-event sentiment

1.) Re global emerging market equities, over the next 12 months do you expect to:  
Increase your weighting 43%
Keep it the same / uncertain 43%
Decrease your weighting 11%
We don’t use this asset class 3%
   
2.) Re developed European equities, over the next 12 months do you expect to:  
Increase your weighting 40%
Keep it the same / uncertain 37%
Decrease your weighting 6%
We don’t use this asset class 17%
   
3.) Re UK equities, over the next 12 months do you expect to:  
Increase your weighting 3%
Keep it the same / uncertain 33%
Decrease your weighting 3%
We don’t use this asset class 61%
   
4.) Re US equities, over the next 12 months do you expect to:  
Increase your weighting 27%
Keep it the same / uncertain 43%
Decrease your weighting 13%
We don’t use this asset class 17%
   
5.) Re Asian equities, over the next 12 months do you expect to:  
Increase your weighting 31%
Keep it the same / uncertain 45%
Decrease your weighting 7%
We don’t use this asset class 17%
   
6.) Re Japanese equities, over the next 12 months do you expect to:  
Increase your weighting 10%
Keep it the same / uncertain 28%
Decrease your weighting 14%
We don’t use this asset class 48%
   
7.) Re developed market government bonds, over the next 12 months do you expect to:  
Increase your weighting 6%
Keep it the same / uncertain 38%
Decrease your weighting 28%
We don’t use this asset class 28%
   
8.) Re developed market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 10%
Keep it the same / uncertain 49%
Decrease your weighting 17%
We don’t use this asset class 24%
   
9.) Re high yield bonds, over the next 12 months do you expect to:  
Increase your weighting 17%
Keep it the same / uncertain 34%
Decrease your weighting 28%
We don’t use this asset class 21%
   
10.) Re emerging market government bonds, over the next 12 months do you expect to:  
Increase your weighting 17%
Keep it the same / uncertain 38%
Decrease your weighting 7%
We don’t use this asset class 38%
   
11.) Re emerging market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 17%
Keep it the same / uncertain 42%
Decrease your weighting 10%
We don’t use this asset class 31%
   
12.) What is your broad macroeconomic outlook?   
Positive  60%
Uncertain  37%
Negative  3%
   
13.) Re absolute return strategies, over the next 12 months do you expect to:  
Increase your weighting 35%
Keep it the same / uncertain 31%
Decrease your weighting 3%
We don’t use this asset class 31%

 

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