PA Intelligence Asset Class Research - UK

PA Intelligence, which is powered by our quarterly asset class research, is about as close to a crystal ball as we can get in this business! We are always trying to stay one step ahead, as we know you are, so we produce a report each quarter detailing upcoming trends in asset allocation based on peer sentiment data from all over the globe.

We invite you to share your thoughts on where you plan on investing across the next 3 months using the below questionnaire. Results remain entirely anonymous and each respondent will not only receive a copy of the report but will be entered into a draw to win one of three £100 John Lewis vouchers or a £100 donation to a charity of their choice.

Question Title

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Name *

Question Title

* I am a

Financial adviser

Discretionary fund manager

Private investor

Other (please specify)

Question Title

* What is your broad economic outlook?

Positive

Neutral / Uncertain

Negative

Question Title

* Over the next 12 months what do you expect to do regarding your weighting in these asset classes?

Equities

	Increase ↑	Maintain ↔	Decrease ↓	Not use Ø
UK equity	UK equity Increase ↑	UK equity Maintain ↔	UK equity Decrease ↓	UK equity Not use Ø
UK equity income	UK equity income Increase ↑	UK equity income Maintain ↔	UK equity income Decrease ↓	UK equity income Not use Ø
US equity	US equity Increase ↑	US equity Maintain ↔	US equity Decrease ↓	US equity Not use Ø
Europe ex UK equity	Europe ex UK equity Increase ↑	Europe ex UK equity Maintain ↔	Europe ex UK equity Decrease ↓	Europe ex UK equity Not use Ø
Japan equity	Japan equity Increase ↑	Japan equity Maintain ↔	Japan equity Decrease ↓	Japan equity Not use Ø
GEM equity	GEM equity Increase ↑	GEM equity Maintain ↔	GEM equity Decrease ↓	GEM equity Not use Ø
Asia ex Japan equity	Asia ex Japan equity Increase ↑	Asia ex Japan equity Maintain ↔	Asia ex Japan equity Decrease ↓	Asia ex Japan equity Not use Ø
Global equity	Global equity Increase ↑	Global equity Maintain ↔	Global equity Decrease ↓	Global equity Not use Ø
Global equity income	Global equity income Increase ↑	Global equity income Maintain ↔	Global equity income Decrease ↓	Global equity income Not use Ø

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* Bonds

	Increase ↑	Maintain ↔	Decrease ↓	Not use Ø
UK corp bonds	UK corp bonds Increase ↑	UK corp bonds Maintain ↔	UK corp bonds Decrease ↓	UK corp bonds Not use Ø
UK govt bonds	UK govt bonds Increase ↑	UK govt bonds Maintain ↔	UK govt bonds Decrease ↓	UK govt bonds Not use Ø
Int'l dev mkt corp bonds	Int'l dev mkt corp bonds Increase ↑	Int'l dev mkt corp bonds Maintain ↔	Int'l dev mkt corp bonds Decrease ↓	Int'l dev mkt corp bonds Not use Ø
Int'l dev mkt govt bonds	Int'l dev mkt govt bonds Increase ↑	Int'l dev mkt govt bonds Maintain ↔	Int'l dev mkt govt bonds Decrease ↓	Int'l dev mkt govt bonds Not use Ø
EM corp bonds	EM corp bonds Increase ↑	EM corp bonds Maintain ↔	EM corp bonds Decrease ↓	EM corp bonds Not use Ø
EM govt bonds	EM govt bonds Increase ↑	EM govt bonds Maintain ↔	EM govt bonds Decrease ↓	EM govt bonds Not use Ø
High yield bonds	High yield bonds Increase ↑	High yield bonds Maintain ↔	High yield bonds Decrease ↓	High yield bonds Not use Ø
Strategic / unconstrained bonds	Strategic / unconstrained bonds Increase ↑	Strategic / unconstrained bonds Maintain ↔	Strategic / unconstrained bonds Decrease ↓	Strategic / unconstrained bonds Not use Ø
Convertible bonds	Convertible bonds Increase ↑	Convertible bonds Maintain ↔	Convertible bonds Decrease ↓	Convertible bonds Not use Ø

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* Absolute return / hedge

	Increase ↑	Maintain ↔	Decrease ↓	Not use Ø
Absolute return	Absolute return Increase ↑	Absolute return Maintain ↔	Absolute return Decrease ↓	Absolute return Not use Ø
Hedge: long/short equity	Hedge: long/short equity Increase ↑	Hedge: long/short equity Maintain ↔	Hedge: long/short equity Decrease ↓	Hedge: long/short equity Not use Ø
Hedge: long/short debt	Hedge: long/short debt Increase ↑	Hedge: long/short debt Maintain ↔	Hedge: long/short debt Decrease ↓	Hedge: long/short debt Not use Ø
Hedge: global macro	Hedge: global macro Increase ↑	Hedge: global macro Maintain ↔	Hedge: global macro Decrease ↓	Hedge: global macro Not use Ø
Hedge: multi-strategy	Hedge: multi-strategy Increase ↑	Hedge: multi-strategy Maintain ↔	Hedge: multi-strategy Decrease ↓	Hedge: multi-strategy Not use Ø

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* Other asset classes and strategies

	Increase ↑	Maintain ↔	Decrease ↓	Not use Ø
Property	Property Increase ↑	Property Maintain ↔	Property Decrease ↓	Property Not use Ø
Commodities ex-gold	Commodities ex-gold Increase ↑	Commodities ex-gold Maintain ↔	Commodities ex-gold Decrease ↓	Commodities ex-gold Not use Ø
Gold	Gold Increase ↑	Gold Maintain ↔	Gold Decrease ↓	Gold Not use Ø
Index-tracking products	Index-tracking products Increase ↑	Index-tracking products Maintain ↔	Index-tracking products Decrease ↓	Index-tracking products Not use Ø
Multi-asset funds	Multi-asset funds Increase ↑	Multi-asset funds Maintain ↔	Multi-asset funds Decrease ↓	Multi-asset funds Not use Ø
Private equity	Private equity Increase ↑	Private equity Maintain ↔	Private equity Decrease ↓	Private equity Not use Ø
Private debt	Private debt Increase ↑	Private debt Maintain ↔	Private debt Decrease ↓	Private debt Not use Ø
Infrastructure funds	Infrastructure funds Increase ↑	Infrastructure funds Maintain ↔	Infrastructure funds Decrease ↓	Infrastructure funds Not use Ø
Cash / money market funds	Cash / money market funds Increase ↑	Cash / money market funds Maintain ↔	Cash / money market funds Decrease ↓	Cash / money market funds Not use Ø
Private markets	Private markets Increase ↑	Private markets Maintain ↔	Private markets Decrease ↓	Private markets Not use Ø

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* I am a

Question Title

* What is your broad economic outlook?

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* Over the next 12 months what do you expect to do regarding your weighting in these asset classes?Equities

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* Bonds

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* Absolute return / hedge

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* Other asset classes and strategies

* Over the next 12 months what do you expect to do regarding your weighting in these asset classes?

Equities