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.

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at research.businessinsider.com.au.