BofA

Features

As we enter a new financial year, Laura Dew explores the year that was and which asset classes performed best over the period. ...

Funds management

Inflation unlikely to raise further: BofA

Almost three-quarters of respondents believe inflation is only transitory, according to a Bank of America survey, and that inflation expectations have peaked while tech w...

Funds management

Markets approaching 'peak optimism' levels: BofA

Investors are so “unambigiously bullish” that there are concerns markets are reaching peak optimism levels, according to Bank of America. ...

Funds management

Investors move overweight on cyclical banks: BofA

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. ...

Funds management

Investors look to energy as inflation creates discounts

Over the past four weeks, energy investments have accounted for 36% of Bank of America’s private clients’ assets under management. ...

Financial planning

Inflation bigger worry than COVID-19

The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for the first time in a year, according to Bank of Am...

Funds management

EMs buoyed by commodity prices and global reflation hopes

The US dollar weakened last week, encouraging investors to turn to emerging markets and creating the largest inflows since 2018. ...

Funds management

Gold 2020 winner

Investors that took safety in gold last year made the right call as the metal was the best-performing sector and has continued seeing high flows into the new year, accord...

Funds management

Climate, governance, supply chains top ESG topics in 2021

Environmental, social, and governance investing momentum is expected to continue into this year with almost half of institutional investors believing oil and gas had the ...

Funds management

EMs to outperform 2021: Fund managers

Half of global fund managers believe emerging markets will outperform in 2021 as the sector has picked up tailwinds for expectations that next year will see more travel d...

Funds management

Best year for gold since 2010

The asset class has been the best performer so far this year with the top-performing gold fund domiciled in Australia returning 31.5% so far this year, and 243.3% over fi...

Funds management

Rush to gold but not all asset managers convinced

Investors are still piling into gold as market volatility continues due to the COVID-19 pandemic but one asset manager says it is the riskiest asset class over the long-t...