NEW YORK (MaceNews) – Global investors prepared for lower yields in November, with cash levels falling and allocation to stocks and bonds on the rise, according to the findings of BofA Global Research’s monthly fund manager survey, released Tuesday. “The conviction of ‘peak Fed’ is now...
时代精神III:“表面之下有大量残骸,但如果“科技魔幻七兄弟”和国债能守住当前水平,很多回到200周移动均线低点的东西会是你想要买入的。” 本文参考研报:BofA_Global Fund Manager Survey - Max Americana , BofA _Hartnett - The Flow Show Something in the Air 完整研报及资料来源:www.nlg.news (一个有料的财...
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...
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
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 ...
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 ...
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)$...
3)The risk to "US exceptionalism" equity consensus (note the record OW of US stocks in the Dec’24 BofA Global Fund Manager Survey) isa 2nd wave of inflation forces Fed hikes, change in Fed leadership, Treasury yield spike to 6%...then the US dollar overshoot smacks US earnings andsurgi...
Managers now have 5 percent of their portfolios in cash on average, the highest level since June 2012 and up from 4.6 percent in April, according to the Bank of America Merrill Lynch (BofAML) Fund Manager Survey. Asset allocators are also reducing their equities weighting, which has fallen ...
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