| 1.) What is your broad macroeconomic outlook? | |
| Positive | 37% |
| Uncertain | 53% |
| Negative | 11% |
| 2.) Is the current government competent to manage the economy? | |
| Yes | 24% |
| No | 76% |
| 3.) Re Global Emerging Market Equities over the next 12 months do you expect to: | |
| Increase your weighting | 74% |
| Keep it the same / uncertain | 21% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 5% |
| 4.) Re Developed European Equities over the next 12 months do you expect to: | |
| Increase your weighting | 50% |
| Keep it the same / uncertain | 39% |
| Decrease your weighting | 11% |
| We don’t use this asset class | 0% |
| 5.) Re UK Equities over the next 12 months do you expect to: | |
| Increase your weighting | 11% |
| Keep it the same / uncertain | 32% |
| Decrease your weighting | 11% |
| We don’t use this asset class | 47% |
| 6.) Re US Equities over the next 12 months do you expect to: | |
| Increase your weighting | 53% |
| Keep it the same / uncertain | 35% |
| Decrease your weighting | 6% |
| We don’t use this asset class | 6% |
| 7.) Re Asian Equities over the next 12 months do you expect to: | |
| Increase your weighting | 37% |
| Keep it the same / uncertain | 53% |
| Decrease your weighting | 5% |
| We don’t use this asset class | 5% |
| 8.) Re Japanese Equities over the next 12 months do you expect to: | |
| Increase your weighting | 21% |
| Keep it the same / uncertain | 21% |
| Decrease your weighting | 16% |
| We don’t use this asset class | 42% |
| 9.) Re Developed Market Government Bonds over the next 12 months do you expect to: | |
| Increase your weighting | 0% |
| Keep it the same / uncertain | 11% |
| Decrease your weighting | 83% |
| We don’t use this asset class | 6% |
| 10.) Re Developed Market Corporate Bonds over the next 12 months do you expect to: | |
| Increase your weighting | 5% |
| Keep it the same / uncertain | 58% |
| Decrease your weighting | 37% |
| We don’t use this asset class | 0% |
| 11.) Re Developed Market High-yield Bonds over the next 12 months do you expect to: | |
| Increase your weighting | 22% |
| Keep it the same / uncertain | 44% |
| Decrease your weighting | 22% |
| We don’t use this asset class | 11% |
| 12.) Re Emerging Market Government Bonds over the next 12 months do you expect to: | |
| Increase your weighting | 37% |
| Keep it the same / uncertain | 37% |
| Decrease your weighting | 16% |
| We don’t use this asset class | 11% |
| 13.) Re Emerging Market Corporate Bonds over the next 12 months do you expect to: | |
| Increase your weighting | 39% |
| Keep it the same / uncertain | 33% |
| Decrease your weighting | 6% |
| We don’t use this asset class | 22% |
| 14.) Re Absolute Return Strategies over the next 12 months do you expect to: | |
| Increase your weighting | 32% |
| Keep it the same / uncertain | 26% |
| Decrease your weighting | 11% |
| We don’t use this asset class | 32% |
| 15.) Will emerging market currencies continue to strengthen against developed currencies? | |
| 1. They will | 90% |
| 2. They will not | 10% |
| 16.) Do you use risk-weighted portfolio construction techniques? | |
| 1. Yes | 22% |
| 2. No | 78% |
| 17.) Re Ecological/Ethical Funds over the next 12 months do you expect to: | |
| Increase your weighting | 11% |
| Keep it the same / uncertain | 17% |
| Decrease your weighting | 6% |
| We don’t use this asset class | 67% |
| 18.) Do you use sustainability as a criteria in your investments? | |
| 1. Yes | 28% |
| 2. No | 72% |
| 19.) Re Funds of hedge funds over the next 12 months do you expect to: | |
| Increase your weighting | 11% |
| Keep it the same / uncertain | 11% |
| Decrease your weighting | 26% |
| We don’t use this asset class | 53% |
| 20.) Re Single Strategy hedge funds over the next 12 months do you expect to: | |
| Increase your weighting | 18% |
| Keep it the same / uncertain | 18% |
| Decrease your weighting | 18% |
| We don’t use this asset class | 47% |
| 21.) Is the US still the most important economic and investment force in the world? | |
| Yes – without doubt | 43% |
| Yes – but only for the next couple of decades | 43% |
| No – their days of glory are already over | 14% |
| 22.) What will be the fate of the euro? | |
| It will not exist in 2 years | 0% |
| It will not exist in 10 years | 15% |
| It will continue | 85% |
| 23.) What should happen to the euro? | |
| It should stay as it is | 52% |
| The fiscally strong states should form a separate union | 43% |
| We should go back to one country one currency | 5% |
| 24.) Which is the greater threat? | |
| Inflation | 57% |
| Deflation | 43% |
| 25.) How important will the US be to you in the future? | |
| 1. More important | 69% |
| 2. Stay same | 25% |
| 3. Less important | 6% |
| 26.) Austerity vs spending in government policy: will it cure or kill? | |
| 1. Cure | 47% |
| 2. Kill | 53% |
| 27.) What will the overall impact of the transaction tax be? | |
| 1. Good | 10% |
| 2. Neutral | 50% |
| 3. Bad | 40% |
