Table 1 shows the responses of investors at Expert Investor Nordic.
Table 2 shows sentiment data gathered via fund selector interviews and online surveys, shortly before the event.
Table 1: Event voting
| 1.) For European equities, do you prefer: | |
| Small-cap | 57% |
| Large cap | 27% |
| No preference | 17% |
| 2.) For European equities, do you prefer: | |
| Growth | 17% |
| Value | 62% |
| No preference | 21% |
| 3.) For European equities, do you prefer: | |
| Active | 76% |
| Passive | 21% |
| No preference | 3% |
| 4.) For European equities, do you prefer: | |
| Long-only | 55% |
| Long-short | 41% |
| No preference | 3% |
| 5.) For US equities, do you prefer: | |
| Small-cap | 36% |
| Large cap | 46% |
| No preference | 18% |
| 6.) For US equities, do you prefer: | |
| Growth | 30% |
| Value | 50% |
| No preference | 20% |
| 7.) For US equities, do you prefer: | |
| Active | 62% |
| Passive | 24% |
| No preference | 14% |
| 8.) For US equities, do you prefer: | |
| Long-only | 70% |
| Long-short | 20% |
| No preference | 10% |
| 9.) For EM equities, do you prefer: | |
| Small-cap | 46% |
| Large cap | 29% |
| No preference | 25% |
| 10.) For EM equities, do you prefer: | |
| Growth | 54% |
| Value | 32% |
| No preference | 14% |
| 11.) For EM equities, do you prefer: | |
| Active | 90% |
| Passive | 7% |
| No preference | 3% |
| 12.) For EM equities, do you prefer: | |
| Long-only | 64% |
| Long-short | 32% |
| No preference | 4% |
| 13.) For Fixed Income do you prefer: | |
| Traditional | 35% |
| Multi-asset | 38% |
| Hedge | 15% |
| No preference | 12% |
| 14.) Re Frontier Market equities, over the next 12 months do you expect to: | |
| Increase your weighting | 62% |
| Keep it the same / uncertain | 23% |
| Decrease your weighting | 4% |
| We don’t use this asset class | 12% |
| 15.) Re Global Equity Products, over the next 12 months do you expect to: | |
| Increase your weighting | 22% |
| Keep it the same / uncertain | 59% |
| Decrease your weighting | 7% |
| We don’t use this asset class | 11% |
| 16.) Re Global Equity Income Products, over the next 12 months do you expect to: | |
| Increase your weighting | 11% |
| Keep it the same / uncertain | 25% |
| Decrease your weighting | 7% |
| We don’t use this asset class | 57% |
| 17.) Re Commodities, over the next 12 months do you expect to: | |
| Increase your weighting | 19% |
| Keep it the same / uncertain | 33% |
| Decrease your weighting | 15% |
| We don’t use this asset class | 33% |
| 18.) Which is the greater threat? | |
| Inflation | 35% |
| Deflation | 65% |
Table 2: Pre-event sentiment
| 1.) Re global emerging market equities, over the next 12 months do you expect to: | |
| Increase your weighting | 21% |
| Keep it the same / uncertain | 63% |
| Decrease your weighting | 17% |
| 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 | 54% |
| Keep it the same / uncertain | 42% |
| Decrease your weighting | 4% |
| We don’t use this asset class | 0% |
| 3.) Re UK equities, over the next 12 months do you expect to: | |
| Increase your weighting | 18% |
| Keep it the same / uncertain | 27% |
| Decrease your weighting | 0% |
| We don’t use this asset class | 55% |
| 4.) Re US equities, over the next 12 months do you expect to: | |
| Increase your weighting | 42% |
| Keep it the same / uncertain | 46% |
| Decrease your weighting | 8% |
| We don’t use this asset class | 4% |
| 5.) Re Asian equities, over the next 12 months do you expect to: | |
| Increase your weighting | 58% |
| Keep it the same / uncertain | 38% |
| Decrease your weighting | 4% |
| We don’t use this asset class | 0% |
| 6.) Re Japanese equities, over the next 12 months do you expect to: | |
| Increase your weighting | 21% |
| Keep it the same / uncertain | 42% |
| Decrease your weighting | 25% |
| We don’t use this asset class | 13% |
| 7.) Re frontier market equities, over the next 12 months do you expect to: | |
| Increase your weighting | 45% |
| Keep it the same / uncertain | 36% |
| Decrease your weighting | 9% |
| We don’t use this asset class | 9% |
| 8.) Re developed market government bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 0% |
| Keep it the same / uncertain | 33% |
| Decrease your weighting | 46% |
| We don’t use this asset class | 21% |
| 9.) Re developed market corporate bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 0% |
| Keep it the same / uncertain | 50% |
| Decrease your weighting | 38% |
| We don’t use this asset class | 13% |
| 10.) Re high yield bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 13% |
| Keep it the same / uncertain | 54% |
| Decrease your weighting | 25% |
| We don’t use this asset class | 8% |
| 11.) Re emerging market government bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 8% |
| Keep it the same / uncertain | 42% |
| Decrease your weighting | 38% |
| We don’t use this asset class | 13% |
| 12.) Re emerging market corporate bonds, over the next 12 months do you expect to: | |
| Increase your weighting | 13% |
| Keep it the same / uncertain | 46% |
| Decrease your weighting | 21% |
| We don’t use this asset class | 21% |
| 13.) What is your broad macroeconomic outlook? | |
| Positive | 71% |
| Uncertain | 25% |
| Negative | 4% |
| 14.) Re absolute return strategies, over the next 12 months do you expect to: | |
| Increase your weighting | 36% |
| Keep it the same / uncertain | 50% |
| Decrease your weighting | 5% |
| We don’t use this asset class | 9% |
