1.) What is your broad macroeconomic outlook? | |
Positive | 48% |
Uncertain | 41% |
Negative | 11% |
2.) Is the current government competent to manage the economy? | |
Yes | 93% |
No | 7% |
3.) Re Global Emerging Market Equities over the next 12 months do you expect to: | |
Increase your weighting | 46% |
Keep it the same / uncertain | 50% |
Decrease your weighting | 4% |
We don’t use this asset class | 0% |
4.) Re Developed European Equities over the next 12 months do you expect to: | |
Increase your weighting | 50% |
Keep it the same / uncertain | 46% |
Decrease your weighting | 4% |
We don’t use this asset class | 0% |
5.) Re UK Equities over the next 12 months do you expect to: | |
Increase your weighting | 4% |
Keep it the same / uncertain | 30% |
Decrease your weighting | 22% |
We don’t use this asset class | 44% |
6.) Re US Equities over the next 12 months do you expect to: | |
Increase your weighting | 43% |
Keep it the same / uncertain | 43% |
Decrease your weighting | 13% |
We don’t use this asset class | 0% |
100% | |
7.) Re Asian Equities over the next 12 months do you expect to: | |
Increase your weighting | 42% |
Keep it the same / uncertain | 46% |
Decrease your weighting | 12% |
We don’t use this asset class | 0% |
100% | |
8.) Regarding Latin America equities: | |
Increase your weighting | 28% |
Keep it the same / uncertain | 32% |
Decrease your weighting | 32% |
We don’t use this asset class | 8% |
100% | |
9.) Re Japanese Equities over the next 12 months do you expect to: | |
Increase your weighting | 9% |
Keep it the same / uncertain | 57% |
Decrease your weighting | 13% |
We don’t use this asset class | 22% |
10.) Re Developed Market Government Bonds over the next 12 months do you expect to: | |
Increase your weighting | 4% |
Keep it the same / uncertain | 8% |
Decrease your weighting | 80% |
We don’t use this asset class | 8% |
11.) Re Developed Market Corporate Bonds over the next 12 months do you expect to: | |
Increase your weighting | 12% |
Keep it the same / uncertain | 40% |
Decrease your weighting | 48% |
We don’t use this asset class | 0% |
12.) Re Developed Market High-yield Bonds over the next 12 months do you expect to: | |
Increase your weighting | 8% |
Keep it the same / uncertain | 52% |
Decrease your weighting | 36% |
We don’t use this asset class | 4% |
13.) Re Emerging Market Government Bonds over the next 12 months do you expect to: | |
Increase your weighting | 32% |
Keep it the same / uncertain | 56% |
Decrease your weighting | 12% |
We don’t use this asset class | 0% |
14.) Re Emerging Market Corporate Bonds over the next 12 months do you expect to: | |
Increase your weighting | 33% |
Keep it the same / uncertain | 50% |
Decrease your weighting | 13% |
We don’t use this asset class | 4% |
15.) Re Absolute Return Strategies over the next 12 months do you expect to: | |
Increase your weighting | 42% |
Keep it the same / uncertain | 21% |
Decrease your weighting | 38% |
We don’t use this asset class | 0% |
16.) Regarding European small caps: | |
Increase your weighting | 42% |
Keep it the same / uncertain | 29% |
Decrease your weighting | 17% |
We don’t use this asset class | 13% |
17.) Which is the greater threat? | |
Inflation | 21% |
Deflation | 79% |
18.) What will be the fate of the euro? | |
It will not exist in 2 years | 4% |
It will not exist in 10 years | 22% |
It will continue | 74% |
19.) What should happen to the euro? | |
It should stay as it is | 39% |
The fiscally strong states should form a separate union | 48% |
We should go back to one country one currency | 13% |