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...
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...
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...
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...
“peakgeopoliticalrisk”.TheBiggestPicture:BofAGlobalFundManagerSurvey(FMS)shows’24investorbasecaseis“softlanding”(67%),lowerinflation(82%),rates(80%)&bondyields(61%),weakerUS$(65%),stockstoupperendofBiden3.6-4.8kSPXrange;alsorevealstheleastexpectedoutcomesin’24,hedgingopportunitiesand“tradesofthe...
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