BofA Global Research Fund Manager Survey: Investors Bullish Despite Tariff Uncertainty
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors maintained a bullish bent in July despite ongoing uncertainty about tariffs, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 31% of those polled this month looked for a weaker global economy in the coming months. This compared to a net 46% […]
BofA Global Research Fund Manager Survey: Trade War Jitters Sends Global Growth Expectations To Record Low
— Global Recession Largest ‘Tail Risk’ in 15-year Survey History By Vicki Schmelzer NEW YORK (MaceNews) –Trade war jitters sent global growth expectations to a record low in April, according to BofA Global Research’s monthly fund manager survey, released Wednesday. At the same time, “trade war triggering a global recession” was viewed as the biggest […]
BofA Global Research Fund Manager Survey: Global Investor Sentiment Plunges as Macro Pessimism Surges
–US Equity Allocation Sees Biggest Monthly Drop on Record By Vicki Schmelzer NEW YORK (MaceNews) – A drop in expectations that the U.S. economy will outperform and rising worries about the global economy prompted a “bull crash” in global investor sentiment in March, according to BofA Global Research’s monthly fund manager survey, released Tuesday. When […]
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: U.S. Election Results Prompt Boost in Global Growth and Inflation Expectations
–Growth Expectations Jump, Inflation Concerns Sharply Rise By Vicki Schmelzer NEW YORK (MaceNews) – U.S. election results prompted seismic shifts in global growth and inflation expectations, according to BofA Global Research’s monthly fund manager survey, released Wednesday. In terms of post-election views, global growth expectations jumped from a net 10% looking for weaker in October […]
BofA Global Research Fund Manager Survey: Global Investors Look For ‘Soft Landing’
–Majority Sees No US Recession in Coming 18 Months –Chinese Economic Expectations See Record Low By Vicki Schmelzer NEW YORK (MaceNews) – Global investors altered more pessimistic world growth expectations in September, with the majority now looking for a “soft landing” in the next 12 months, according to BofA Global Research’s monthly fund manager survey, […]
BofA Global Research Fund Manager Survey: Expected Fed Rate Cuts Drive Bulls
–Geopolitics Number One ‘Tail Risk’ –U.S. Yields, Dollar Higher On ‘Clean Sweep’ Expected for Republicans in November By Vicki Schmelzer NEW YORK (MaceNews) – World investors were bullish in July, with sentiment fueled by Federal Reserve rate cuts expected this year and into 2025, according to BofA Global Research’s monthly fund manager survey, released Wednesday. […]
BofA Global Research Fund Manager Survey: Investors Largely on Hold in June, Eye Fed Rate Cuts
investors waiting for rate cuts later in year
BofA Global Research Fund Manager Survey: Rate Cut Optimism Supports Equities in May as Growth Expectations Wobble
investors more bullish on stocks in May