This article is not yet available in your language.
The latest edition of the Bank of America Global Fund Manager Survey shows that fund managers are still overweight equities while their expectations of future economic growth have fallen sharply.
In fact, the chart below shows that fund managers have never been so pessimistic about growth. Not during Covid and not during the Financial Crisis. The mismatch between expectations and positioning is extreme.
Enregistrez-vous ou connectez-vous pour lire la suite. Investment Officer est une plateforme journalistique indépendante à destination des professionnels de l’industrie belge des investissements.
L’abonnement est GRATUIT pour les professionnels actifs au sein de banques et gestionnaires d’actifs indépendants.
