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
According to latest Bank of America Merrill Lynch (BofA ML) research, fund managers' sentiment towards the U.S. is deteriorating and confidence in Europe is rising. BofA ML's head of Europe...
according to results of a survey conducted by Bank of America Corp. Cash levels among investors reached the highest they’ve been since September 2001, with BofA describing the results as “extremely bearish.”
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...
.Refertoimportantdisclosuresonpage13to15.AsiaFundManagerSurveyRationaloptimismClearerskiesaheadTheglobaleconomicoutlookcontinuestobuildonpositivemomentumseeninpriormonths,asattestedtobypanelistsintheGlobalFundManagerSurvey(FMS)aswellasourproprietarygrowthindicators.SeeBofAGPS:Anatomyofabullmarket-PartII28February2024.The...
在5月最新的BofA fund manager survey中,全球基金对亚洲的敞口进行了「巨大」调整。 原本超配中国的基金比例,从25%左右下降到9%…(可以解释一部分近期的市场下跌) 之前唱多中国的外资,实际行动并不一致(听其言、观其行)。而且从近期的港股和汇率来看,尽管AH估值有吸引力,但外资对中国市场的风险溢价似乎在提升,可能...
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 ...
investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.Refertoimportantdisclosuresonpage23to25.GlobalFundManagerSurveyMyHerdismyBondBofAJanuaryGlobalFundManagerSurveyBottomLine:FundManagerSurvey(...
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". $标普500ETF-SPDR(SPY)$ $纳指100ETF(QQQ)$