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% |
