Every month we survey 25 top fund management groups to obtain a consensus view of which direction certain markets will move over the next twelve months.
As of August 2007, the consensus view is;
Positive - European Equities, UK Equities, Japan Equities, Emerging Markets Equities and Pacific ex Japan
Neutral - UK Smaller Companies, BRIC and UK Government Bonds
Negative - US Equities, US Smaller Companies, International Bonds and UK Corporate Bonds