Search Results for: allocation

GWIM Cash Allocation as % Asset Under Management Cash allocation from BofA’s private clients remains low. Image: BofA

GWIM Equity Allocation as % Assets Under Management BofA private clients’ equity allocation remains near record high. Image: BofA

Sell Side Indicator (Average Recommended Equity Allocation by Wall Street Strategists) BofA is bearish, sees a rates shock next year and expects the S&P 500 to decline to 4,600 by year-end 2022. Image: BofA Global Research

Implied Allocations: Gold (ETF Market Share of Gold ETFs vs. All ETF Assets) Despite the surge in inflation, investors are underweight gold relative to history. Image: Topdown Charts

Tech Stocks – FMS Tech Allocation U.S. investors are net underweight in the technology sector, while global investors are net overweight in this sector. Image: BofA Global Fund Manager Survey

Institutional, Private Client and Household Allocation to Bonds Are investors too pessimistic about the outlook for bonds? Image: BofA Global Investment Strategy

Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Allocations to equities now exceed the peak of the tech bubble. Image: Goldman Sachs Global Investment Research

Equity Allocation of the U.S. Household Sector U.S. households’ equity allocation has risen to record highs. What could go wrong? Image: J.P. Morgan

Equities – FMS Global Equity Allocation FMS global equity allocation has peaked but remains high. Image: BofA Global Fund Manager Survey

U.S. Households’ Equity Allocation as a % of Total Financial Assets US households’ equity allocation has risen to record highs. What could go wrong? Image: Longview Economics