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sentiment survey 2014 q1 belgium

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

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 40%
Multi-asset  36%
Hedge 12%
No preference 12%
   
2.)  For European equities, do you prefer:   
Small-cap  42%
Large cap  38%
No preference  19%
   
3.)  For European equities, do you prefer:   
Growth  23%
Value 62%
No preference  15%
   
4.)  For European equities, do you prefer:   
Active   56%
Passive 30%
No preference  15%
   
5.)  For European equities, do you prefer:   
Long-only 66%
Long-short 31%
No preference  3%
   
6.)  For US equities, do you prefer:   
Small-cap  24%
Large cap  60%
No preference  16%
   
7.)  For US equities, do you prefer:   
Growth  42%
Value 50%
No preference  8%
   
8.)  For US equities, do you prefer:   
Active   67%
Passive 30%
No preference  4%
   
9.)  For US equities, do you prefer:   
Long-only 68%
Long-short 28%
No preference  4%
   
10.)  For EM equities, do you prefer:   
Small-cap  31%
Large cap  50%
No preference  19%
   
11.)  For EM equities, do you prefer:   
Growth  46%
Value 29%
No preference  25%
   
12.)  For EM equities,  do you prefer:   
Active   85%
Passive 8%
No preference  8%
   
13.)  For EM equities, do you prefer:   
Long-only 78%
Long-short 11%
No preference  11%
   
14.)  Re Frontier Market Equities, over the next 12 months do you expect to:  
Increase your weighting 46%
Keep it the same / uncertain 15%
Decrease your weighting 8%
We don’t use this asset class 31%
   
15.)  Re Global Equity Products, over the next 12 months do you expect to:  
Increase your weighting 35%
Keep it the same / uncertain 38%
Decrease your weighting 4%
We don’t use this asset class 23%
   
16.)  Re Global Equity Income Products, over the next 12 months do you expect to:  
Increase your weighting 29%
Keep it the same / uncertain 21%
Decrease your weighting 8%
We don’t use this asset class 42%
   
17.)  Which is the greater threat?  
Inflation 33%
Deflation 67%
   
18.)  Is the US still the most important economic and investment force in the world?  
Yes 50%
Yes – but only for the next couple of decades 42%
No – their days of glory are already over 8%
   
19.)  Is the current government competent to manage the economy?  
Yes 35%
No 65%

Table 2: Pre-event sentiment

1.) Re global emerging market equities, over the next 12 months do you expect to:  
Increase your weighting 25%
Keep it the same / uncertain 42%
Decrease your weighting 21%
We don’t use this asset class 13%
   
2.) Re developed European equities, over the next 12 months do you expect to:  
Increase your weighting 42%
Keep it the same / uncertain 46%
Decrease your weighting 8%
We don’t use this asset class 4%
   
3.) Re UK equities, over the next 12 months do you expect to:  
Increase your weighting 25%
Keep it the same / uncertain 38%
Decrease your weighting 4%
We don’t use this asset class 33%
   
4.) Re US equities, over the next 12 months do you expect to:  
Increase your weighting 21%
Keep it the same / uncertain 29%
Decrease your weighting 33%
We don’t use this asset class 17%
   
5.) Re Asian equities, over the next 12 months do you expect to:  
Increase your weighting 26%
Keep it the same / uncertain 52%
Decrease your weighting 4%
We don’t use this asset class 17%
   
6.) Re Japanese equities, over the next 12 months do you expect to:  
Increase your weighting 25%
Keep it the same / uncertain 38%
Decrease your weighting 17%
We don’t use this asset class 21%
   
7.) Re developed market government bonds, over the next 12 months do you expect to:  
Increase your weighting 0%
Keep it the same / uncertain 33%
Decrease your weighting 42%
We don’t use this asset class 25%
   
8.) Re developed market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 8%
Keep it the same / uncertain 38%
Decrease your weighting 46%
We don’t use this asset class 8%
   
9.) Re high yield bonds, over the next 12 months do you expect to:  
Increase your weighting 29%
Keep it the same / uncertain 33%
Decrease your weighting 25%
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 17%
Keep it the same / uncertain 38%
Decrease your weighting 25%
We don’t use this asset class 21%
   
11.) Re emerging market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 38%
Decrease your weighting 29%
We don’t use this asset class 21%
   
12.) What is your broad macroeconomic outlook?   
Positive  71%
Uncertain  24%
Negative  6%
   
13.) Re absolute return strategies, over the next 12 months do you expect to:  
Increase your weighting 58%
Keep it the same / uncertain 8%
Decrease your weighting 4%
We don’t use this asset class 29%

 

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