Caproasia Institute 2022 Recession Survey: 83% View We Are in a Recession or Will Have a Recession, 78% Have Prepared Portfolio & 67% Expect Positive

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Caproasia Institute 2022 Recession Survey: 83% View We Are in a Recession or Will Have a Recession, 78% Have Prepared Portfolio & 67% Expect Positive Returns

27th December 2022 | Singapore

Caproasia Institute has released the 2022 Recession Survey with 147 leading investment managers, advisors, professional investors & family offices surveyed in October 2022, providing their views on a recession in 2022 or 2023, if they have de-risk their investments &/or prepared for investment opportunities, and expected returns on their assets, investments & portfolio.  On a recession in 2022 or 2023, 83.66% view that we are already in a recession or will have a recession29.25% view that we are already in a recession, data in next few months will show, due to data lag.  31.97% view that we will have a short & mild recession, that will last around 6 months to 1 year.  On portfolio & investments, 78.23% have taken actions, preparing, getting cautious, or ready for investment opportunities.  On returns67.2% are expecting positive returns ranging from 1% to more than 50% of portfolio gains.  For the 2022 Recession Survey, 51.02% of respondents manage $3 million to $100 million, 19.04% manage $100 million to $1 billion, 11.56% manage $1 billion to $100 billion, 1.36% manage more than $100 billion, 16.33% of respondents indirectly manage assets or advise clients.  The 147 respondents comes from 27 countries.  71.4% are from APAC, 16.3% from Europe, 2.7% from Middle-East (Dubai) and 9.5% from Americas.  53% of the respondents are from Singapore (34%) & Hong Kong (19%).  See key findings below | Learn More: List of Economic Crisis From 1900 & 2022

“ 83% View We Are in a Recession or Will Have a Recession, 78% Have Prepared Portfolio & 67% Expect Positive Returns “

 


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Caproasia Institute – 2022 Recession Survey Hong Kong | Leading Financial Centre in Asia

Caproasia Institute conducted a survey on recession with leading investment managers, advisors, professional investors & family offices.  A total of 147 respondents worldwide participated in the survey over 3 weeks (4th Oct to 26th Oct 2022).   The Survey:

  • Views of a recession in 2022/2023
  • If they have de-risk their investments &/or prepared for investment opportunities
  • Expected returns over the next 1 year or till the end of 2023
  •  

    Key Findings
    • We have a Recession – 83.66% view that we are already in a recession or will have a recession.  
    • Already in a Recession – 29.25% view that we are already in a recession, data in next few months will show, due to data lag.
    • 6 months to 1 year Recession – 31.97% view that we will have a short & mild recession, that will last around 6 months to 1 year
    • On Investment – 78.23% have taken actions, preparing, getting cautious, or ready for investment opportunities.
    • On Expected Returns –  67.2% are expecting positive returns ranging from 1% to more than 50% of portfolio gains
    Larger Portfolio Insights (More than $1 billion): 
    • No Recession – Slightly more larger portfolio investors view that we will not have a recession (21% vs 9.52% overall)
    • Committed Position Actions on Recession – Larger portfolio (> $1 billion) have taken a slightly more committed stance on recession (Yes, No), and thus larger portfolio have taken more portfolio actions to either increase investments, or decrease investments.  
    • Getting Cautious – None of larger portfolio responded with “Getting Cautious” compared to 147 respondents of 14.29%
    • Higher Returns & Larger Losses – Larger portfolio expect higher returns, and larger losses compared to all 147 respondents.  Notably, 0% expect minimal change to portfolio, compared to 8.16% of overall 147 respondents

    ” None of larger portfolio responded with “Getting Cautious” compared to 147 respondents of 14.29% “

     

    Larger Portfolio: 

    • 19 of 147 respondents manage more than $1 billion
    • 11.56% manage $1 billion to $100 billion
    • 1.36% manage more than $100 billion

     

    The 2022 Recession Survey Summary 1) On a Recession in 2022/2023
    • 83.66% view that we are already in a recession or will have a recession.  
    • 29.25% view that we are already in a recession, and data in next few months will show, due to data lag.
    • 31.97% view that we will have a short & mild recession, that will last around 6 months to 1 year
    • 12.24% view that we will have a mid-to-long term recession, lasting 1 to 5 years
    • 10.20% view that something will trigger a major crisis that will cause a severe recession (Eg. 2008 Subprime, 1997 Asian Currency Crisis)

    Larger Portfolio Insights  (More than $1 billion): 

    Overall, versus small portfolio, slightly more larger portfolio investors view that we will not have a recession (21% vs 9.52%).

     

    2) De-risk investments, &/or ready for investment opportunities?
    • 78.23% of respondents have taken actions, preparing, getting cautious, or ready for investment opportunities. 
    • Only 21.77% of respondents have not, are not, or will not take any actions.

    Larger Portfolio Insights  (More than $1 billion): 

    Overall, larger portfolio have taken a slightly more committed stance on recession (Yes, No), and thus larger portfolio have taken more portfolio actions to either increase investments, or decrease investments.  Also, 0% (None) of the larger portfolio responded with “Getting Cautious” compared to overall 147 respondents of 14.29%.

     

    3) Expected Returns on Investments (1 Year, End 2023)
    • 67.2% of respondents are expecting positive returns ranging from 1% to more than 50% of portfolio gains
    • 21% expect positive returns of 20% or more of portfolio gains
    • 24.2% expect negative returns (losses) ranging from -1% to more than 50% of portfolio losses

    Larger Portfolio Insights (More than $1 billion):

    Overall, larger portfolio expect higher returns, and larger losses compared to all 147 respondents, with 0% expecting minimal change to portfolio, compared to 8.16% of overall 147 respondents

     

    The 2022 Recession Survey is released by Caproasia Institute, with 147 leading investment managers, advisors, professional investors & family offices surveyed in October 2022.

    • List of Economic Crisis From 1900 & 2022

     

    The 2022 Recession Survey

    Caproasia Institute conducted a survey on recession with leading investment managers, advisors, professional investors & family offices.  A total of 147 respondents worldwide participated in the survey over 3 weeks (4th Oct to 26th Oct 2022).  The 2022 Recession Survey asked respondents on their view of a recession in 2022/2023 and if they have de-risk their investments &/or prepared for investment opportunities.  Respondents also provided their expected returns on their assets, investments & portfolio over the next 1 year or till the end of 2023.  The 147 respondents comes from 27 countries.  71.4% are from APAC, 16.3% from Europe, 2.7% from Middle-East (Dubai) and 9.5% from Americas.  53% of the respondents are from Singapore (34%) & Hong Kong (19%).

    51.02% of respondents manage $3 million to $100 million, 19.04% manage $100 million to $1 billion, 11.56% manage $1 billion to $100 billion, 1.36% manage more than $100 billion, 16.33% of respondents indirectly manage assets or advise clients, 0.68% (1 respondent, family office) decline to disclose portfolio size.

    The Survey:

  • Views of a recession in 2022/2023
  • If they have de-risk their investments &/or prepared for investment opportunities
  • Expected returns over the next 1 year or till the end of 2023
  • Region:

    The 147 respondents comes from 27 countries.  71.4% are from APAC, 16.3% from Europe, 2.7% from Middle-East (Dubai) and 9.5% from Americas.  53% of the respondents are from Singapore (34%) & Hong Kong (19%). 

    • 71.4% are from Asia-Pacific
    • 16.3% from Europe
    • 2.7% from Middle-East (Dubai)
    • 9.5% from Americas.

    27 Countries:

    • Asia-Pacific – Singapore, Hong Kong, India, Malaysia, Thailand, Vietnam, Indonesia, Taiwan, Philippines, Australia, New Zealand
    • Europe – United Kingdom, Switzerland, France, Spain, Russia, Netherlands, Belgium, Germany, Czech Republic, Morocco, Turkey
    • Middle East – Dubai
    • Americas – United States, Canada, Argentina, Venezuela

    Portfolio Size / AUM:

    • 51.02% of respondents manage $3 million to $100 million
    • 19.04% manage $100 million to $1 billion
    • 11.56% manage $1 billion to $100 billion
    • 1.36% manage more than $100 billion
    • 16.33% of respondents indirectly manage assets or advise clients
    • 0.68% (1 respondent, family office) decline to disclose portfolio size

    Portfolio Size / AUM: Breakdown

    • $3 million to $20 million – 37.41%
    • $20 million to $100 million – 13.61%
    • $100 million to $300 million – 9.52%
    • $300 million to $1 billion – 9.52%
    • $1 billion to $10 billion – 6.80%
    • $10 billion to $30 billion – 3.40%
    • $30 billion to $100 billion – 1.36%
    • More than $100 billion – 1.36%
    • Indirectly managing / advising – 16.33%
    • Undisclosed – 0.68% (1 respondent, family office) decline to disclose portfolio size

    Caproasia Institute is the data and research institute of Caproasia, a financial information technology with the mission to drive the future of Asia through financial information & services.  Research is a lagging activity.  What you do with or without the research, agree or disagree with the research is a leading activity.  The art & science of research.  Imagination over evidence.  Actions over data.  Change over research.  Future over history.

    Caproasia Financial Media covers capital markets, investments & private wealth in Asia. 

    Caproasia is a financial information technology co. founded in 2014.  The mission is to drive the future of Asia. 




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      Originally posted on: https://www.caproasia.com/2022/12/28/caproasia-institute-2022-recession-survey-83-view-we-are-in-a-recession-or-will-have-a-recession-78-have-prepared-portfolio-67-expect-positive-returns/?utm_source=rss&utm_medium=rss&utm_campaign=caproasia-institute-2022-recession-survey-83-view-we-are-in-a-recession-or-will-have-a-recession-78-have-prepared-portfolio-67-expect-positive-returns