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...
participated in the BofA Global Research fund manager survey, taken November 3 to November 9, 2023. “225 participants with $553bn AUM responded to the Global FMS questions and 151 participants with $268bn AUM responded to the Regional FMS questions,” BofA Global said. ...
作者: 在8月最新的Bofa global fund manager survey中, 1.65%的FM认为美国可以soft landing 2.covered shorts大宗商品净增1% 3.科技股配置,达到了21年12月来高峰 4.相比过去20年,FM大举做多债券、新兴市场/日本、大宗,低配权益、Reits、欧洲、工业 5.65%的FM在做多科技,最拥挤交易,其次是14%做空中国 #基金经...
MUMBAI (Reuters) - Global fund managers increased their allocation to China at India's expense after Asia's largest economy unleashed a stimulus package, according to a survey conducted by BofA Securities. Last Saturday, China pledged to significantly increase debt to...
8月最新的Bofa global fund manager survey中,1.65%的FM认为美国可以soft landing2.covered shorts大宗商品净增1% 发布于 2023-08-21 14:38・IP 属地四川 赞同3 分享收藏 写下你的评论... 暂无评论登录知乎,您可以享受以下权益: 更懂你的优质内容 更专业的大咖答主 更深度的互动交流 更高效...
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BofA: Investors ditch equities amidst global recovery worries The article reports that the latest Bank of America Merrill Lynch fund manager survey found that investors' faith in the strength of the global economy has fallen to its lowest level since 2012. P Morris - 《Fundweb》 被引量: 0发表...
“peakgeopoliticalrisk”.TheBiggestPicture:BofAGlobalFundManagerSurvey(FMS)shows’24investorbasecaseis“softlanding”(67%),lowerinflation(82%),rates(80%)&bondyields(61%),weakerUS$(65%),stockstoupperendofBiden3.6-4.8kSPXrange;alsorevealstheleastexpectedoutcomesin’24,hedgingopportunitiesand“tradesofthe...
懒惰的share下BofA对于全球200多个基金经理的调查结果,then 还是没搞明白2018年为什么crowded trade是FaangBofA-Global-Fund-Manager-Survey.pdf (decrypt.co)