BofA Global Research Fund Manager Survey: Managers Prefer Equities, Commodities, Dump Bonds in April
fund managers switch to equities, commodities
BofA Global Research Fund Manager Survey: Cash Levels Edge Up as Global Investors Rethink Inflation/Interest Rate View
By Vicki Schmelzer NEW YORK (MaceNews) – Cash allocations nudged higher in March, driven by global investors rethinking their views about inflation and the outlook for lower interest rates, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Average cash balances were 4.4% this month compared to 4.2% in February and 4.8% […]
As Foreign Investors Shun Italian Bonds, Domestic Retail Investors Increasingly Buying Public Debt – Sources
By Silvia Marchetti ROME (MaceNews) – Italian business lobbies and Democrat opposition forces voiced concern over foreign investors avoiding Italian bonds, though this is increasingly being counterbalanced by a rise in retail-only securities which is shielding Italy’s soaring public debt. “The Italian debt in the portfolio of foreign investors dropped from EUR 685 billion in […]
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 Eye ‘Goldilocks’ Scenario for 2024
–Record 62% of managers looked for lower bond yields in 2024 By Vicki Schmelzer NEW YORK (MaceNews) – Global investors again put sidelined money to work in December, with allocation to stock and bonds increasing and cash levels falling, according to the findings of BofA Global Research’s monthly fund manager survey, released Tuesday. Fund manager […]
BofA Global Research Fund Manager Survey: Cash Levels Jump as Investors Turn Bearish in October
–Cash Level Pop Triggers “Buy” Signal for S&P 500 By Vicki Schmelzer NEW YORK (MaceNews) – Cash levels jumped in October as global investors turned bearish in light of unfolding world events, according to the findings of BofA Global Research’s monthly fund manager survey released Wednesday. The survey period, from October 6-12, included responses in […]
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 Add to Cash, Equity Holdings in July
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors added to cash and equity positions and pared bonds in July, in a recalibrating of current holdings more than a shift in mindset, according to the findings of Bank of America Global Research’s monthly fund manager survey, released Tuesday. Investor fear is still exceeds greed, the […]
BofA Global Research Fund Manager Survey: Global Investors’ Attitude Towards Risk Worsens in April on Surging Credit/Counterparty Risk
–Bond Allocation Highest Since March 2009 By Vicki Schmelzer NEW YORK (MaceNews) – Global investors made a beeline into bonds in April, driven by fear of a credit crunch and ongoing uncertainty about inflation, according to the findings of BofA Global Research’s monthly fund manager survey, released Wednesday. There were also renewed concerns about the […]
BofA Global Research Fund Manager Survey: Cash Levels at 2001 Highs As Investors See Economic Weakness, Consider Eventual Fed Pivot
– – Inflation is Chief Concern; Rising Fear of Systemic Credit Event By Vicki Schmelzer NEW YORK (MaceNews) – Fund managers’ cash levels rose in October to highs last seen in 2001 as investors feared economic weakness and pondered the timing of an eventual Federal Reserve policy pivot, according to the findings of Bank of […]