Bank of America

Funds management

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...

Funds management

Is a US recession on the cards after all?

Despite overwhelming pessimism for US markets going into 2023, the tide seems to be turning, with forecasts now mixed on a potential downturn. ...

Funds management

Is 2023 the year for the 60/40 portfolio?

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. ...

Funds management

Global investors most optimistic in 12 months

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...

Funds management

RBA strategy remains ‘resolute’ despite inflation revision

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

Funds management

Fund managers more bullish but swerve US stocks

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....

Funds management

Managers make biggest move to bonds in over a decade

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....

Funds management

Fund managers maintain ‘uber bearish’ outlook

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....