懒惰的share下BofA对于全球200多个的调查结果,then还是没搞明白2018年为什么crowded trade是Faang BofA-Global-Fund-Manager-Survey.pdf (decrypt.co)cdn.decrypt.co/wp-content/uploads/2021/06/BofA-Global-Fund-Manager-Survey.pdf
作者: 在8月最新的Bofa global fund manager survey中, 1.65%的FM认为美国可以soft landing 2.covered shorts大宗商品净增1% 3.科技股配置,达到了21年12月来高峰 4.相比过去20年,FM大举做多债券、新兴市场/日本、大宗,低配权益、Reits、欧洲、工业 5.65%的FM在做多科技,最拥挤交易,其次是14%做空中国 #基金经...
inmakingtheirinvestmentdecision.Refertoimportantdisclosuresonpage13to15.AsiaFundManagerSurveyRationaloptimismClearerskiesaheadTheglobaleconomicoutlookcontinuestobuildonpositivemomentumseeninpriormonths,asattestedtobypanelistsintheGlobalFundManagerSurvey(FMS)aswellasourproprietarygrowthindicators.SeeBofAGPS:Anatomyofabull...
Global fund managers have increased allocations expecting that the European Central Bank will unveil new measures for single currency preservation. The survey shows 13 percent of asset allocators as running an underweight position in eurozone equities, which means these equities are not the largest ...
BofAGlobalFMSCashRulecontrarian‘Buy’signalendsFMSaveragecashlevel%AUMSource:BofAGlobalFundManagerSurveyBofAGLOBALRESEARCHCashallocationfallsfrom5.3%to4.8%,thelowestsinceNov’21.BofAGlobalFMSCashRulenolongerin“Buy”signalterritory(i.e.cashlevelshavedroppedbelow5.0%).Note“Sell”signaltriggeredwhencashisator...
8月最新的Bofa global fund manager survey中,1.65%的FM认为美国可以soft landing2.covered shorts大宗商品净增1% 发布于 2023-08-21 14:38・IP 属地四川 赞同3 分享收藏 写下你的评论... 暂无评论登录知乎,您可以享受以下权益: 更懂你的优质内容 更专业的大咖答主 更深度的互动交流 更高效...
BofA Merrill Lynch: Fund manager confidence highest in almost four years.The article focuses on a survey by the Bank of America Merrill Lynch Fund Manager which shows that 72 percent of global investors expect the world economy to pick up over the next 12 months. BofA Merrill Lynch European ...
Global investors are in a bearish mood amid low growth expectations and worries over stagflation, but have not yet cut equity allocations to recessionary levels, according to Bank of America’s (BofA) global fund manager survey for March. The survey, which took place be...
作者: From the BofA Fund Manager Survey: "Hedge fund net equity exposure skyrocketed to 52% up from 34%, the highest level since Sept 2018." A historic swing from "get me out" to "all-in". $标普500ETF-SPDR(SPY)$$纳指100ETF(QQQ)$...
The investment bank’s latest monthly survey of global fund managers found that cash levels posted their largest decline since President Donald Trump’s 2016 election to 4.2% from 5% as investors rushed to take on risk. Cash on hand is now at its lowest level since June 2013. ...