REVEALED: The Truth About What Big Investors Are Thinking Right Now


Photo: Gaetan Lee, Flickr

Markets are at a weird point.In the US, you have widespread fears of a double-dip recession, seemingly being undermined by the fact that the data isn’t that horrible.

Then of course you have the crisis in Europe, which could end either catastrophically, or in a manner that’s much more benign.

As such, everything’s volatile, and investors are very confused.

Citi’s Tobias Levkovitch has published the results of a big institutional survey that gives you a great idea of how large investors are thinking right now.

On average, investors expect the S&P to close at 1195, just above where we are now.

Investors see another modest gain in 2012

Ultimately, the full year will see strong earnings.

Now 30% of investors see a recession coming, a big jump from the last survey.

The vast majority of investors still see Europe saving itself.

Investors still just have 9% of their money in cash.

More investors see a rally than a pullback at this point.

Investors see gold closing this year right where it's at right now.

For the first time, investors see Obama losing in 2012.

And the #1 fear of investors: Government mistakes.

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