GWIM Cash Allocation as % Asset Under Management

GWIM Cash Allocation as % Asset Under Management The cash allocation among BofA’s private clients is currently below the long-term average. This allocation has the potential to play a significant role in fueling the bull markets of 2024. Image: BofA Global Investment Strategy

GWIM Equity Allocation as % Assets Under Management

GWIM Equity Allocation as % Assets Under Management BofA’s private clients are currently expressing optimism regarding the growth potential and expected returns from equity markets, as demonstrated by their allocation of 60% of their portfolios to equities. Image: BofA Global Investment Strategy

Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors

Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors By historical standards, the allocation to equities among investors at 49% is considered high. This elevated allocation raises the potential risk of volatility and losses, particularly in the event of a market downturn. Image: Goldman Sachs Global Investment Research

CTAs Allocation in Oil

CTAs Allocation in Oil CTAs (Commodity Trading Advisors) maintain a negative outlook on oil, increasing their short positions in oil futures. Image: Deutsche Bank Asset Allocation

Stocks vs. Bonds – Relative Allocations

Stocks vs. Bonds – Relative Allocations U.S. stocks are relatively expensive compared to bonds. Are investors too aggressively positioned in U.S. stocks relative to bonds? Image: Topdown Charts

AAII Cash Allocations

AAII Cash Allocations High levels of cash allocations by AAII members can be a good contrarian indicator. Image: Topdown Charts