Table 1 shows the responses of investors at Expert Investor Finland.
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 | 46% |
| Large cap | 42% |
| No preference | 13% |
| 2.) For US equities, do you prefer: | |
| Growth | 40% |
| Value | 48% |
| No preference | 12% |
| 3.) For US equities, do you prefer: | |
| Active | 63% |
| Passive | 38% |
| No preference | 0% |
| 4.) For US equities, do you prefer: | |
| Long-only | 78% |
| Long-short | 13% |
| No preference | 9% |
| 5.) For European equities, do you prefer: | |
| Small-cap | 25% |
| Large cap | 58% |
| No preference | 17% |
| 6.) For European equities, do you prefer: | |
| Growth | 19% |
| Value | 67% |
| No preference | 15% |
| 7.) For European equities, do you prefer: | |
| Active | 75% |
| Passive | 25% |
| No preference | 0% |
| 8.) For European equities, do you prefer: | |
| Long-only | 76% |
| Long-short | 24% |
| No preference | 0% |
| 9.) For EM equities, do you prefer: | |
| Small-cap | 33% |
| Large cap | 54% |
| No preference | 13% |
| 10.) For EM equities, do you prefer: | |
| Growth | 46% |
| Value | 31% |
| No preference | 23% |
| 11.) For EM equities, do you prefer: | |
| Active | 85% |
| Passive | 15% |
| No preference | 0% |
| 12.) For EM equities, do you prefer: | |
| Long-only | 76% |
| Long-short | 16% |
| No preference | 8% |
| 13.) Re Russian ownership of Finnish companies are you a: | |
| Bull | 20% |
| Undecided/Neither | 44% |
| Bear | 36% |
| 14.) For Fixed Income do you prefer: | |
| Traditional | 25% |
| Multi-asset | 55% |
| Hedge | 10% |
| No preference | 10% |
| 15.) Re Convertible Bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 24% |
| Keep it the same / uncertain | 18% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 59% |
| 16.) Re Absolute Return Strategies, over the next 12 months do you expect to: | |
| Increase your weighting | 44% |
| Keep it the same / uncertain | 17% |
| Decrease your weighting | 6% |
| We don’t use this asset class | 33% |
| 17.) Is the current government competent to manage the economy? | |
| Yes | 25% |
| No | 75% |
| 18.) Which is the greater threat? | |
| Inflation | 33% |
| Deflation | 67% |
| 19.) What will be the fate of the euro? | |
| It will not exist in 2 years | 0% |
| It will not exist in 10 years | 27% |
| It will continue | 73% |
| 20.) What should happen to the euro? | |
| It should stay as it is | 31% |
| The fiscally strong states should form a separate union | 54% |
| We should go back to one country, one currency | 15% |
Table 2: Pre-event sentiment
| 1.) Re global emerging market equities, over the next 12 months do you expect to: | |
| Increase your weighting | 53% |
| Keep it the same / uncertain | 44% |
| Decrease your weighting | 3% |
| 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 | 53% |
| Keep it the same / uncertain | 44% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 3% |
| 3.) Re UK equities, over the next 12 months do you expect to: | |
| Increase your weighting | 3% |
| Keep it the same / uncertain | 28% |
| Decrease your weighting | 3% |
| We don’t use this asset class | 66% |
| 4.) Re US equities, over the next 12 months do you expect to: | |
| Increase your weighting | 16% |
| Keep it the same / uncertain | 58% |
| Decrease your weighting | 23% |
| We don’t use this asset class | 3% |
| 5.) Re Asian equities, over the next 12 months do you expect to: | |
| Increase your weighting | 47% |
| Keep it the same / uncertain | 53% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 0% |
| 6.) Re Japanese equities, over the next 12 months do you expect to: | |
| Increase your weighting | 13% |
| Keep it the same / uncertain | 63% |
| Decrease your weighting | 9% |
| We don’t use this asset class | 15% |
| 7.) Re developed market government bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 6% |
| Keep it the same / uncertain | 50% |
| Decrease your weighting | 28% |
| We don’t use this asset class | 16% |
| 8.) Re developed market corporate bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 16% |
| Keep it the same / uncertain | 59% |
| Decrease your weighting | 25% |
| We don’t use this asset class | 0% |
| 9.) Re high yield bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 28% |
| Keep it the same / uncertain | 53% |
| Decrease your weighting | 6% |
| 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 | 26% |
| Keep it the same / uncertain | 56% |
| Decrease your weighting | 9% |
| We don’t use this asset class | 9% |
| 11.) Re emerging market corporate bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 38% |
| Keep it the same / uncertain | 50% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 12% |
| 12.) What is your broad macroeconomic outlook? | |
| Positive | 69% |
| Uncertain | 31% |
| Negative | 0% |
| 13.) Re absolute return strategies, over the next 12 months do you expect to: | |
| Increase your weighting | 34% |
| Keep it the same / uncertain | 29% |
| Decrease your weighting | 6% |
| We don’t use this asset class | 31% |
