BofA Global Research Fund Manager Survey: Investors Embrace Upbeat World Growth Outlook
–Cash Levels Lowest Since 2010 By Vicki Schmelzer NEW YORK (MaceNews) – Global investors embraced an upbeat world growth outlook in February, as evidenced by the lowest cash level holdings since 2010, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Eighty-two percent of those polled this month said a global recession was […]
BofA Global Research Fund Manager Survey: Investors Pare Equity and Bond Longs as Growth Optimism Wobbles
–Investors Reallocate into Eurozone Stocks By Vicki Schmelzer NEW YORK (MaceNews) – Global investors pared equity and bond holdings in January, as growth optimism wobbled at the start of 2025, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 8% of those polled in January looked for a weaker global economy […]
BofA Global Research Fund Manager Survey: US Growth Optimism, Fed Rate Cut Expectations Drive ‘Super Bullish’ Sentiment at Year-end
–US Stock Allocation Highest on Record –Cash Allocation at All-Time Lows, Triggers Contrarian Sell Signal, BOA Says By Vicki Schmelzer NEW YORK (MaceNews) – U.S. growth optimism and Fed rate cut expectations drove the “super-bullish” risk sentiment seen at year-end, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 7% of […]
BofA Global Research Fund Manager Survey: Global Investors Buy Bonds on Declining Global Growth Expectations
–US Recession Concern Top Tail Risk –Sixty percent of Managers Expect Four Or More Fed Cuts in Next 12 Months By Vicki Schmelzer NEW YORK (MaceNews) – Global investors made a beeline into bonds in July, driven by declining world growth expectations, according to BofA Global Research’s monthly fund manager survey, released Wednesday. Jitters about […]
BofA Global Research Fund Manager Survey: Cash Levels Fall as Bullish Fund Managers Shift Into Equities
By Vicki Schmelzer NEW YORK (MaceNews) – Cash levels fell sharply in February as global investors took sidelined monies and made a beeline into equities, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Average cash balances fell to 4.2% in February from 4.8% in January, a 55 basis point drop, and […]
BofA Global Research Fund Manager Survey: Global Investors Choose Cash at Start of 2024
–Still Bullish Towards Growth and Bond Prices By Vicki Schmelzer NEW YORK (MaceNews) – Global investors reallocated into cash at the start of a new year, waiting for additional economic clarity before entering positions, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Inflation views were little changed in early 2024 but […]
BofA Global Fund Manager Survey: Higher Inflation Worries at Odds with Reduced Recession Fears and US Rate Cut Anticipation
By Vicki Schmelzer NEW YORK (MaceNews) – Inflation concerns spiked in September and were at odds with lower recession fears and increased anticipation of Federal Reserve rate cuts, according to the findings of BofA Global Research’s monthly fund manager survey released Tuesday. In September, a net 69% of fund managers looked for lower global consumer […]
BofA Global Research Fund Manager Survey: Global Investors Trim Cash, Add to Equity Holdings in August as Recession Fears Fade
By Vicki Schmelzer NEW YORK (MaceNews) – Improved growth prospects and fading recession fears prompted global investors to trim their cash allocation and add to equity holdings in August, according to the findings of BofA Global Research’s monthly fund manager survey, released Tuesday. A net 45% of those polled this month looked for weaker economic […]
BofA Global Research Fund Manager Survey: Global Investors Test Waters in Equities in May, Remain Risk Averse
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors dipped their toes back into equities in May but largely clung to bond and cash holdings, according to the findings of BofA Global Research’s monthly fund manager survey, released Wednesday. Uncertainty about the health of the world economy and central banks’ ability to rein in inflation […]
BofA Global Research Fund Manager Survey: Global Investors’ Attitude Towards Risk Worsens in March on Surging Credit/Counterparty Risk
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors’ attitude towards risk worsened in March with negative sentiment driven by surging credit and counterparty risk, according to the findings of BofA Global Research’s monthly fund manager survey, released Tuesday. Shifting risk views led to a marked uptick in recession and growth concerns, but little change […]