16/02/2012
Equity managers optimistic for 2012
Equity managers are most optimistic about the outlooks of returns in their asset class, according to a survey undertaken recently by the multi-management team at Aviva Investors, covering managers in the United Kingdom, United States, Europe, Asia and Latin America. The majority of respondents (64%) are expecting returns of over 5%, while only 3% are predicting negative returns. However, only 7% of bond managers are planning to earn returns of over 5% on government bonds in 2012. 20% even predict negative returns on sovereign debt, while 13% predict negative returns on corporate debt. Hedge fund managers are predicting returns in a range from 5% to 15%. A majority of managers specialised in real estate are predicting total returns of 0% to 10%. 10% predict growth of over 10%. Only 17% are predicting losses.
