sentiment survey 2013 q2 france

The voting results from fund selectors in Paris, in June 2013

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1.) What is your broad macroeconomic outlook?  
Positive 13%
Uncertain 69%
Negative 19%
   
2.) Re Global Emerging Market Equities, over the next 12 months do you expect to:  
Increase your weighting 31%
Keep it the same / uncertain 44%
Decrease your weighting 13%
We don’t use this asset class 13%
   
3.) Re Developed European Equities, over the next 12 months do you expect to:  
Increase your weighting 53%
Keep it the same / uncertain 42%
Decrease your weighting 5%
We don’t use this asset class 0%
   
4.) Re UK Equities, over the next 12 months do you expect to:  
Increase your weighting 18%
Keep it the same / uncertain 53%
Decrease your weighting 12%
We don’t use this asset class 18%
   
5.) Re US Equities, over the next 12 months do you expect to:  
Increase your weighting 56%
Keep it the same / uncertain 28%
Decrease your weighting 17%
We don’t use this asset class 0%
   
6.) Re Asian Equities, over the next 12 months do you expect to:  
Increase your weighting 29%
Keep it the same / uncertain 29%
Decrease your weighting 29%
We don’t use this asset class 12%
   
7.) Re Latin American Equities, over the next 12 months do you expect to:  
Increase your weighting 19%
Keep it the same / uncertain 38%
Decrease your weighting 19%
We don’t use this asset class 25%
   
8.) Re Japanese Equities, over the next 12 months do you expect to:  
Increase your weighting 44%
Keep it the same / uncertain 28%
Decrease your weighting 22%
We don’t use this asset class 6%
   
9.) Re Frontier Market Equities, over the next 12 months do you expect to:  
Increase your weighting 67%
Keep it the same / uncertain 6%
Decrease your weighting 0%
We don’t use this asset class 28%
   
10.) Re Developed Market Government Bonds, over the next 12 months do you expect to:  
Increase your weighting 6%
Keep it the same / uncertain 17%
Decrease your weighting 56%
We don’t use this asset class 22%
   
11.) Re Developed Market Corporate Bonds, over the next 12 months do you expect to:  
Increase your weighting 28%
Keep it the same / uncertain 50%
Decrease your weighting 17%
We don’t use this asset class 6%
   
12.) Re Developed Market High-yield Bonds, over the next 12 months do you expect to:  
Increase your weighting 19%
Keep it the same / uncertain 56%
Decrease your weighting 19%
We don’t use this asset class 6%
   
13.) Re Emerging Market Government Bonds, over the next 12 months do you expect to:  
Increase your weighting 12%
Keep it the same / uncertain 35%
Decrease your weighting 41%
We don’t use this asset class 12%
   
14.) Re Emerging Market Corporate Bonds, over the next 12 months do you expect to:  
Increase your weighting 41%
Keep it the same / uncertain 29%
Decrease your weighting 24%
We don’t use this asset class 6%
   
15.) What will be the fate of the euro?  
It will not exist in 2 years 0%
It will not exist in 10 years 13%
It will continue 88%
   
16.) What should happen to the euro?  
It should stay as it is 53%
The fiscally strong states should form a separate union 33%
We should go back to one country, one currency 13%
   
17.) Is the current government competent to manage the economy?  
Yes 25%
No 75%
   
18.) Which is the greater threat?  
Inflation 13%
Deflation 88%
   
19.) When is inflation going to be a risk?  
In 1 year 0%
In 3 years 25%
In 5 years and more 75%
   
20.) When is deflation going to be a risk?  
In 1 year 53%
In 3 years 40%
In 5 years and more 7%

 

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