Equities

“Our Global Macro Conference in Hong Kong and Tokyo attended by over 2000 investors – we polled audience – when asked which asset class they preferred for this year on risk-adjusted basis, 66% chose equities. The next most preferred asset class was corporate bonds with 19%. Cash (in $), commodities and government bonds all trailed at 5%, 5% and 4% respectively.” (Goldman Sachs)

Equities (1)

“Only 10% expect negative return for MSCI World this year, 64% of respondents expect return of 0%-10%.”

Equities Performance

“For first time that we can remember, first choice of this group of investors is Europe (32%), just ahead of the US (31%).”

Equities Regions

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