When asked to choose an investment strategy for their own money for the next 12 months, 52% fund selectors voted in favour of multi-asset class followed by equities with 38% of the vote.
This was the outcome of live voting conducted at theFund Selector Asia Forum held in Hong Kong in October 2013, where delegates were polled on a series of questions ranging from business and client expectations, to the market outlook across different asset classes.
Only 5% preferred bond investments, clearly indicating concerns over downside risks in a possible rising rate scenario, with speculation rising on when the US will end its quantitative easing programme.
Single asset class for investing your own money for the next 12 months
|
Multi-asset |
55% |
|
Equities |
40% |
|
Bonds |
5% |
Outlook on US Federal Reserve’s QE programme in next 12 months
|
Reduce the size of the monthly QE bond buying programme |
89% |
|
Halt the entire QE bond buying programme entirely |
11% |
|
Increase the size of the monthly QE bond buying programme |
0% |
For global equity strategies, do you expect to
|
Increase your weighting |
78% |
|
Decrease your weighting |
4% |
|
Keep it the same |
18% |
For equity income strategies do you expect to
|
Increase you weighting |
27% |
|
Keep it same |
50% |
|
Decrease your weighting |
23% |
For Asian high yield strategies, do you expect to
|
Increase your weighting |
33% |
|
Decrease your weighting |
7% |
|
Keep it same |
60% |
Broad global macro ecnonomic outlook
|
Bullish |
65% |
|
Neutral |
35% |
|
Bearish |
0% |
Outlook on own business
|
Positive |
47% |
|
Negative |
0% |
|
Neutral |
53% |
