Professional Investors Foresee Positive Returns in the Stock Market in the 12 Months Ahead

Print ArticleEmail Article

Last week The Applied Finance Group (AFG) launched AFG's Market Forecast Project, a survey taken exclusively by professional investors, with the goal of providing a set of ongoing insightful investment ideas and themes from AFG's broad interaction with professional money managers.

An interesting result of the most recent survey is that 80% of the respondents expect the economy to improve during the next 12 months, although 56% of the respondents feel the economy is on the wrong track.

This seemingly contradictory result is understood in the context of many comments collected during the survey that while most professional investors believe current fiscal policies will hinder growth, the market will react to current conditions and grow from the deep slump experienced in the past 18 months, but at a slower rate than its potential.

Professional Investors, click here to become a participant and be the first to receive these results. 

Results for question #1:

Chart Source: AFG Market Forecast

Results for question #2:

Chart Source: AFG Market Forecast

Results for question #3:

Chart Source: AFG Market Forecast

Results for question #4:

Chart Source: AFG Market Forecast

Results for question #5:

Chart Source: AFG Market Forecast

Results for question #6:

Chart Source: AFG Market Forecast

The Applied Finance Group would like to invite professional investors to join AFG’s Market Forecast Project so you can better understand what your peers currently think about the market and cultivate the “wisdom of Crowds” into actionable investment ideas and themes. 
Click here to learn more
 

Results for question #7:

Chart Source: AFG Market Forecast

Results for question #8:

Chart Source: AFG Market Forecast

Results for question #9:

Chart Source: AFG Market Forecast

Results for question #10:

Chart Source: AFG Market Forecast

Results for question #11:

Chart Source: AFG Market Forecast

Results for question #12:

Chart Source: AFG Market Forecast

13. Rank Order, which Country/Region seems most attractive to you over the next 12 months?
(1 = Most attractive)

Results Have Been Ranked by Most Attractive

1 China
2 Brazil
3 Asia (excluding Japan and China)
4 India
5 United States
6 Japan
7 Europe
8 Russia

14. Rank Order your allocation of how you would invest $1.00 over the next 12 months?
(1 = Highest allocation)

Results Have Been Ranked by Highest Allocation Order

1 US Equities
2 Emerging Equity Markets
3 Developed Equity Markets
4 Bonds
5 Real Estate
6 Cash

15. Rank Order, which sector seems most attractive to you over the next 12 months?
(1 = Most attractive)

Results Have Been Ranked by Most Attractive

1 Technology
2 Basic material
3 Energy & Extraction
4 Health
5 Capital goods
6 Consumer non-durable
7 Financials
8 Consumer services
9 Consumer durable
10 Transportation
11 Utilities

The Applied Finance Group would like to invite professional investors to join AFG’s Market Forecast Project so you can better understand what your peers currently think about the market and cultivate the “wisdom of Crowds” into actionable investment ideas and themes. 
Click here to learn more