GWIM Equity Allocation as % Assets Under Management BofA’s private clients have expressed optimism about equity market growth and potential returns, which is reflected in their decision to allocate 62% of their portfolios to equities. Image: BofA Global Investment Strategy
Implied Equity Allocation by Non-Bank Investors Globally Investors are currently overweight global equities, reflecting a risk-on strategy and positive economic outlook. Image: J.P. Morgan
Sell Side Indicator (Average Recommended Equity Allocation by Wall Street Strategists) The Sell Side Indicator, which tracks Wall Street strategists’ equity allocation recommendations, remains in neutral territory, with no sell signal triggered. Image: BofA Global Research
CTAs Allocation in Oil Commodity Trading Advisors (CTAs) maintain a neutral stance on oil at the moment. Image: Deutsche Bank Asset Allocation
Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Compared to historical standards, a 52% allocation to equities among investors is considered high, which increases the potential for volatility and losses, particularly during a market downturn. Image: Goldman Sachs Global Investment Research
FMS Investors – Average Percentile Rank of Growth Expectations, Cash Allocation, Equity Allocation The decrease in pessimism among FMS investors is seen as highly encouraging as it indicates an increased appetite for risk-taking among them. Image: BofA Global Fund Manager Survey
GWIM Cash Allocation as % Asset Under Management The cash allocation among BofA’s private clients remains below the long-term average. Image: BofA Global Investment Strategy
Equity – U.S. Households Aggregate Financial Asset Allocation Currently, U.S. households allocate 48% of their total financial assets to equities. This allocation reflects a high level of risk exposure, as equities are known for their volatility and potential for capital loss. Image: Goldman Sachs Global Investment Research
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 High levels of cash allocations by AAII members can be a good contrarian indicator. Image: Topdown Charts