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sentiment survey 2013 q4 switzerland

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

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  60%
Large cap  40%
No preference  0%
   
2.) For US equities, do you prefer:  
Growth  33%
Value 50%
No preference  17%
   
3.) For US equities, do you prefer:  
Active  83%
Passive 17%
No preference  0%
   
4.) For US equities, do you prefer:  
Long-only 50%
Long-short 50%
No preference  0%
   
5.) For Emerging Market equities, do you prefer:  
Small-cap  33%
Large cap  50%
No preference  17%
   
6.) For Emerging Market equities, do you prefer:  
Growth  50%
Value 33%
No preference  17%
   
7.) For Emerging Market equities, do you prefer:  
Active  83%
Passive 17%
No preference  0%
   
8.) For Emerging Market equities, do you prefer:  
Long-only 57%
Long-short 43%
No preference  0%
   
9.) For European equities, do you prefer:  
Small-cap  50%
Large cap  30%
No preference  20%
   
10.) For European equities, do you prefer:  
Growth  30%
Value 50%
No preference  20%
   
11.) For European equities, do you prefer:  
Active  78%
Passive 22%
No preference  0%
   
12.) For European equities, do you prefer:  
Long-only 33%
Long-short 56%
No preference  11%
   
13.) For Fixed Income do you prefer:  
Traditional 33%
Multi-asset  11%
Hedge 22%
No preference 33%
   
14.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 14%
It will continue 86%
   
15.) What should happen to the euro?  
It should stay as it is 83%
The fiscally strong states should form a separate union 17%
We should go back to one country, one currency 0%
   
16.) Which is the greater threat?  
Inflation 14%
Deflation 86%

Table 2: Pre-event sentiment

1.) Re global emerging market equities, over the next 12 months do you expect to:  
Increase your weighting 31%
Keep it the same / uncertain 50%
Decrease your weighting 19%
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 56%
Keep it the same / uncertain 31%
Decrease your weighting 13%
We don’t use this asset class 0%
   
3.) Re UK equities, over the next 12 months do you expect to:  
Increase your weighting 19%
Keep it the same / uncertain 63%
Decrease your weighting 13%
We don’t use this asset class 6%
   
4.) Re US equities, over the next 12 months do you expect to:  
Increase your weighting 31%
Keep it the same / uncertain 38%
Decrease your weighting 31%
We don’t use this asset class 0%
   
5.) Re Asian equities, over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 44%
Decrease your weighting 6%
We don’t use this asset class 13%
   
6.) Re Japanese equities, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 31%
Decrease your weighting 25%
We don’t use this asset class 31%
   
7.) Re developed market government bonds, over the next 12 months do you expect to:  
Increase your weighting 19%
Keep it the same / uncertain 25%
Decrease your weighting 56%
We don’t use this asset class 0%
   
8.) Re developed market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 44%
Decrease your weighting 13%
We don’t use this asset class 6%
   
9.) Re high yield bonds, over the next 12 months do you expect to:  
Increase your weighting 38%
Keep it the same / uncertain 31%
Decrease your weighting 25%
We don’t use this asset class 6%
   
10.) Re emerging market government bonds, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 69%
Decrease your weighting 19%
We don’t use this asset class 0%
   
11.) Re emerging market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 31%
Keep it the same / uncertain 56%
Decrease your weighting 13%
We don’t use this asset class 0%
   
12.) What is your broad macroeconomic outlook?   
Positive  63%
Uncertain  31%
Negative  6%
   
13.) Re absolute return strategies, over the next 12 months do you expect to:  
Increase your weighting 50%
Keep it the same / uncertain 25%
Decrease your weighting 13%
We don’t use this asset class 13%
   

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