Portfolio Manager Survey
Below is a complete list of all the research that we have produced, in chronological order.
Respondents’ Answers to Our Single Question Survey:
“The market's recent rise in the face of the Fiscal Cliff negotiations means…”
- We polled the small-cap portfolio manager populace as to what the recent market’s rise means in the face of the Fiscal Cliff Negotiations. Thank you to the over 190 respondents to our snap poll!
- Only 2% expect a Grand Bargain. Low economic growth assumptions revealed. No true consensus exists on whether the rally will last or is due to fiscal cliff optimism. Respondents were allowed to select more than one answer. Despite the ability to select more than one answer, no answer garnered more than a 50% response rate and only 46% believed the market is rallying because “a ‘Good Enough’ bargain will be reached without hurting the economy or market”. Virtually no one believes a true Grand Bargain will emerge, indicating if a true Grand Bargain is achieved managers will be pleasantly surprised and likely send stocks higher. Of those believing in a “Good Enough” bargain, 37% believed the Fed would intervene as needed while only 26% believed the economy is stronger than people think.
See inside for more details...
2Q12 Small-Cap PM Survey Results | login req
4Q11 PM Survey Results | login req
3Q11 PM Survey Results | login req
Small-Cap PM Survey Results | login req
3Q 2010 Portfolio Manager Survey | login req
Portfolio Manager Survey Results | login req
Jan 2010 Portfolio Manager Survey Results. Bulls Onboard. | login req
Small-Cap PM Survey: '10 R2 662 Tgt; Bullish on Tech & Energy; Inflation tame | login req
“Small-Cap Survey Respondents' Favorite Stocks” | login req
“The Current Consensus – Sell In May & Go Away” | login req
“Homeward Bounds” | login req