10 Things That Big Investors Believe Right Now

Thailand Stock Exchange of Thailand SET Trader Board

Photo: AP

Morgan Stanley recently did a big survey of buy-side investors to get their take on various markets, the economy, etc.Here we bullet the key results:

  • 70% of investors are bullish. That’s up from 59% for the survey taken in March.
  • 60% of investors are bullish on emerging markets. That’s roughly unchanged.
  • 74% of investors are dollar bulls.
  • Only 42% of investors now think crude is going higher.
  • 58% of respondents think unemployment will be higher than 8% at the end of the year. That’s a jump from 50% in the previous survey.
  • 45% of respondents see Chinese GDP growth coming in between 7.5% to 8.0%.
  • 90% of investor portfolios are overweight “high-beta” sectors.
  • Investors have never been more overweight “tech”.
  • Utilities are the least popular sector.
  • 60% of respondents think the S&P will end the year between 1375-1500.

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