Search Results for: allocation

CTAs Allocation in Oil Commodity Trading Advisors have significantly reduced their exposure to oil in the current market climate. Image: Deutsche Bank Asset Allocation

Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors With investor allocation to equities at an all-time high, the market faces increased vulnerability to volatility and substantial losses, especially in the event of a downturn. Image: Goldman Sachs Global Investment Research

AAII – U.S. Retail Investors Allocation to Stocks, Bonds and Cash High equity allocations and low cash positions don’t always mean a market reversal is near. However, they suggest that much of the market’s potential gains may already be priced in, as investors have heavily committed to equities. Image: Real Investment Advice

U.S. Households’ Allocation to Equity, Bond and Cash Current high levels of U.S. household equity allocation may signal potential risks for future investors, as historical trends suggest this often precedes lower market returns. Image: Goldman Sachs Global Investment Research

Household Asset Allocation The wealth gap between the rich and the middle/lower classes is significantly influenced by their asset ownership patterns. The wealthy predominantly own equities, while the middle and lower classes tend to invest heavily in real estate. Image: Goldman Sachs Global Investment Research

Cash Allocation by Non-Bank Investors Globally While cash was once considered king, non-bank investors globally have significantly reduced their cash allocations, reaching levels not seen since at least 1999. Image: J.P. Morgan

Average Equity Allocation Historical trends indicate that a high allocation to equities often leads to lower future equity returns. Image: Societe Generale Cross Asset Research

Implied Equity Allocation by U.S. Households Periods of high household equity allocation have historically been followed by lower market returns, implying that current trends might indicate potential risks for future investors. Image: J.P. Morgan

FMS Investors – Average Percentile Rank of Growth Expectations, Cash Allocation, Equity Allocation The decline in pessimism among FMS investors is viewed as a positive indicator, suggesting a growing willingness to embrace risk. Image: BofA Global Fund Manager Survey

Equities – FMS Global Equity Allocation FMS investors significantly increased their equity allocation in October, the largest rise since June 2020. This shift is primarily due to a favorable economic climate resulting from the easing of monetary policies by major central banks. Image: BofA Global Fund Manager Survey

GWIM Cash Allocation as % Asset Under Management BofA’s private clients have reduced their cash allocation, remaining below the long-term average, while increasing their equity exposure. Image: BofA Global Investment Strategy