Search Results for: allocation

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

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

Implied Equity Allocation by Non-Bank Investors Globally Investors are overweight global equities. Image: J.P. Morgan

AAII Survey: Investor Asset Allocations – Equities The AAII allocation to equities is reaching extreme optimism. Image: Topdown Charts

Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors So far, allocations to equities remain below the peak of the tech bubble. Image: Goldman Sachs Global Investment Research

Equity – FMS Global Equities Allocation Peak optimism? FMS global equities allocation remains at a high level. Image: BofA Global Fund Manager Survey

FMS Global Bond Allocation FMS global bond allocation is now at its lowest level in three years, at -69%. Image: BofA Global Fund Manager Survey

Tech Stocks – FMS Tech Allocation Are FMS investors too cautious on tech stocks? Image: BofA Global Fund Manager Survey

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