Bank of America

Funds management

Bonds see largest allocation drop in 20 years

Global fund managers are shunning bonds, with the asset class seeing the largest drop in allocations in more than 20 years....

Funds management

Global fund managers bullish amid soft landing consensus

Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....

Funds management

Recession fears abate as optimism rises

Global fund managers are no longer predicting a recession for the first time in almost two years, according to Bank of America, with bullish sentiment continuing to rise....

Funds management

Fund managers most bullish on rates in 23 years

Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...

Funds management

Global fund managers in Christmas spirit with sentiment spike

The final Bank of America Global Fund Manager Survey of the year has found respondents are bullish going into 2024, with sentiment the most upbeat it has been for two yea...

Funds management

Bonds are back as managers hold biggest overweight since GFC

Global fund managers have made their biggest shift into bonds since the global financial crisis as interest rates are expected to stay higher for longer....

Funds management

Investors ‘hiding in cash’ but outlook remains mixed

Recent trends suggest a sharp rise in investors’ appetite to cash, including a surge towards cash ETFs. However, JPMAM maintains it is likely to underperform equities and...

Funds management

Fund managers pin hopes on Santa rally

Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...

Funds management

US equity allocations see record monthly jump

Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Funds management

Bearish recession fears pushed out for fund managers

Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...

Funds management

Rising numbers expect recession to be avoided

A rising number of fund managers believe markets will dodge a recession, according to the latest Bank of America fund manager survey....

Funds management

Cash ‘no longer uber-high’ as managers slash weighting: BoA

Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....

Funds management

Credit crunch concerns prompt fixed income flight

Investors are the most underweight to equities relative to bonds since the Global Financial Crisis as fears of a credit crunch drive up fixed income allocations....

Funds management

Fund managers spooked as pessimism approaches 20-year low

Investor pessimism is close to a 20-year low thanks to the global banking crisis and in line with sentiment during the Global Financial Crisis, a notable reversal of Febr...