1.) What is your broad macroeconomic outlook? | |
Positive | 43% |
Uncertain | 43% |
Negative | 14% |
2.) Re Global Emerging Market Equities, over the next 12 months do you expect to: | |
Increase your weighting | 37% |
Keep it the same / uncertain | 53% |
Decrease your weighting | 11% |
We don’t use this asset class | 0% |
3.) Re Developed European Equities, over the next 12 months do you expect to: | |
Increase your weighting | 32% |
Keep it the same / uncertain | 58% |
Decrease your weighting | 11% |
We don’t use this asset class | 0% |
4.) Re UK Equities, over the next 12 months do you expect to: | |
Increase your weighting | 0% |
Keep it the same / uncertain | 39% |
Decrease your weighting | 17% |
We don’t use this asset class | 44% |
5.) Re US Equities, over the next 12 months do you expect to: | |
Increase your weighting | 43% |
Keep it the same / uncertain | 38% |
Decrease your weighting | 14% |
We don’t use this asset class | 5% |
6.) Re Asian Equities, over the next 12 months do you expect to: | |
Increase your weighting | 20% |
Keep it the same / uncertain | 75% |
Decrease your weighting | 5% |
We don’t use this asset class | 0% |
7.) Re Japanese Equities, over the next 12 months do you expect to: | |
Increase your weighting | 20% |
Keep it the same / uncertain | 45% |
Decrease your weighting | 15% |
We don’t use this asset class | 20% |
8.) Re Developed Market Government Bonds, over the next 12 months do you expect to: | |
Increase your weighting | 0% |
Keep it the same / uncertain | 47% |
Decrease your weighting | 37% |
We don’t use this asset class | 16% |
9.) Re Developed Market Corporate Bonds, over the next 12 months do you expect to: | |
Increase your weighting | 20% |
Keep it the same / uncertain | 55% |
Decrease your weighting | 20% |
We don’t use this asset class | 5% |
10.) Re Developed Market High-yield Bonds, over the next 12 months do you expect to: | |
Increase your weighting | 30% |
Keep it the same / uncertain | 55% |
Decrease your weighting | 10% |
We don’t use this asset class | 5% |
11.) Re Emerging Market Government Bonds, over the next 12 months do you expect to: | |
Increase your weighting | 25% |
Keep it the same / uncertain | 50% |
Decrease your weighting | 20% |
We don’t use this asset class | 5% |
12.) Re Emerging Market Corporate Bonds, over the next 12 months do you expect to: | |
Increase your weighting | 53% |
Keep it the same / uncertain | 21% |
Decrease your weighting | 5% |
We don’t use this asset class | 21% |
13.) Re Long/short European/UK Equity, over the next 12 months do you expect to: | |
Increase your weighting | 27% |
Keep it the same / uncertain | 36% |
Decrease your weighting | 0% |
We don’t use this asset class | 36% |
14.) Re Frontier Market Equities, over the next 12 months do you expect to: | |
Increase your weighting | 38% |
Keep it the same / uncertain | 43% |
Decrease your weighting | 10% |
We don’t use this asset class | 10% |
15.) Which is the greater threat? | |
Inflation | 28% |
Deflation | 72% |
16.) At what time scale do you think inflation will be a threat? | |
1 year | 0% |
3 years | 71% |
5 years | 29% |
17.) At what time scale do you think deflation will be a threat? | |
1 year | 80% |
3 years | 5% |
5 years | 15% |
18.) What will be the fate of the euro? | |
It will not exist in 2 years | 0% |
It will not exist in 10 years | 11% |
It will continue | 89% |
19.) What should happen to the euro? | |
It should stay as it is | 40% |
The fiscally strong states should form a separate union | 50% |
We should go back to one country, one currency | 10% |
20.) Re Gold | |
Bull | 15% |
Undecided/Neither | 25% |
Bear | 60% |