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sentiment survey 2014 q1 sweden

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

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

 

Table 1: Event voting

1.) For European equities, do you prefer:  
Small-cap  57%
Large cap  27%
No preference  17%
   
2.) For European equities, do you prefer:  
Growth  17%
Value 62%
No preference  21%
   
3.) For European equities, do you prefer:  
Active  76%
Passive 21%
No preference  3%
   
4.) For European equities, do you prefer:  
Long-only 55%
Long-short 41%
No preference  3%
   
5.) For US equities, do you prefer:  
Small-cap  36%
Large cap  46%
No preference  18%
   
6.) For US equities, do you prefer:  
Growth  30%
Value 50%
No preference  20%
   
7.) For US equities, do you prefer:  
Active  62%
Passive 24%
No preference  14%
   
8.) For US equities, do you prefer:  
Long-only 70%
Long-short 20%
No preference  10%
   
9.) For EM equities, do you prefer:  
Small-cap  46%
Large cap  29%
No preference  25%
   
10.) For EM equities, do you prefer:  
Growth  54%
Value 32%
No preference  14%
   
11.) For EM equities, do you prefer:  
Active  90%
Passive 7%
No preference  3%
   
12.) For EM equities, do you prefer:  
Long-only 64%
Long-short 32%
No preference  4%
   
13.) For Fixed Income do you prefer:  
Traditional 35%
Multi-asset  38%
Hedge 15%
No preference 12%
   
14.) Re Frontier Market equities, over the next 12 months do you expect to:  
Increase your weighting 62%
Keep it the same / uncertain 23%
Decrease your weighting 4%
We don’t use this asset class 12%
   
15.) Re Global Equity Products, over the next 12 months do you expect to:  
Increase your weighting 22%
Keep it the same / uncertain 59%
Decrease your weighting 7%
We don’t use this asset class 11%
   
16.) Re Global Equity Income Products, over the next 12 months do you expect to:  
Increase your weighting 11%
Keep it the same / uncertain 25%
Decrease your weighting 7%
We don’t use this asset class 57%
   
17.) Re Commodities, over the next 12 months do you expect to:  
Increase your weighting 19%
Keep it the same / uncertain 33%
Decrease your weighting 15%
We don’t use this asset class 33%
   
18.) Which is the greater threat?  
Inflation 35%
Deflation 65%

Table 2: Pre-event sentiment

1.) Re global emerging market equities, over the next 12 months do you expect to:  
Increase your weighting 21%
Keep it the same / uncertain 63%
Decrease your weighting 17%
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 54%
Keep it the same / uncertain 42%
Decrease your weighting 4%
We don’t use this asset class 0%
   
3.) Re UK equities, over the next 12 months do you expect to:  
Increase your weighting 18%
Keep it the same / uncertain 27%
Decrease your weighting 0%
We don’t use this asset class 55%
   
4.) Re US 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%
   
5.) Re Asian equities, over the next 12 months do you expect to:  
Increase your weighting 58%
Keep it the same / uncertain 38%
Decrease your weighting 4%
We don’t use this asset class 0%
   
6.) Re Japanese equities, over the next 12 months do you expect to:  
Increase your weighting 21%
Keep it the same / uncertain 42%
Decrease your weighting 25%
We don’t use this asset class 13%
   
7.) Re frontier market equities, over the next 12 months do you expect to:  
Increase your weighting 45%
Keep it the same / uncertain 36%
Decrease your weighting 9%
We don’t use this asset class 9%
   
8.) 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 46%
We don’t use this asset class 21%
   
9.) Re developed market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 0%
Keep it the same / uncertain 50%
Decrease your weighting 38%
We don’t use this asset class 13%
   
10.) Re high yield bonds, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 54%
Decrease your weighting 25%
We don’t use this asset class 8%
   
11.) Re emerging market government bonds, over the next 12 months do you expect to:  
Increase your weighting 8%
Keep it the same / uncertain 42%
Decrease your weighting 38%
We don’t use this asset class 13%
   
12.) Re emerging market corporate bonds, over the next 12 months do you expect to:  
Increase your weighting 13%
Keep it the same / uncertain 46%
Decrease your weighting 21%
We don’t use this asset class 21%
   
13.) What is your broad macroeconomic outlook?   
Positive  71%
Uncertain  25%
Negative  4%
   
14.) Re absolute return strategies, over the next 12 months do you expect to:  
Increase your weighting 36%
Keep it the same / uncertain 50%
Decrease your weighting 5%
We don’t use this asset class 9%

 

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