Speculation around the death of the 60/40 balanced portfolio has ceased following an early year rally in the equities and bonds markets, according to multiple managers. ...

Investors are the most optimistic they have been for a year, according to the latest Bank of America fund manager survey, with less than a quarter expecting to see a rece...

The central bank is holding fast to its monetary policy stance despite changing its forecast for inflation....

Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....

Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....

Global economic sentiment among fund managers has plunged to new lows, with cash holdings at a record high amid stagflation expectations, according to Bank of America....

Global fund managers are at maximum bearish sentiment with fears of a recession causing them to hold the highest cash weightings since post-9/11....

Fund managers across the globe continue to be bearish after the brutal start of 2022 but sentiment is no longer completely crushed, according to closely watched research....

Record numbers of investors are pessimistic about the prospects for the economy, driving further risk-off moves....

The latest Bank of America global fund manager survey finds that investors have been de-risking portfolios amid fears of policy hawks and recession....

Russia’s invasion of Ukraine has caused fund managers across the globe to expect a weaker economy and a bear market, according to Bank of America....

Fund managers piled into cyclical assets at the start of the year, eyeing strong global growth as the pandemic recedes, Bank of America finds....

Investors are concerned around the uncertainty around the tapering of quantitative easing, the tail risk of transitory inflation and the Delta COVID-19 variant, according...

Seeking cyclical exposure, investors have moved to be most overweight to the banking sector for the first time since May 2018, according to Bank of America. ...