GWIM Cash Allocation as % Asset Under Management BofA’s private clients have decreased their cash allocation, which is still below the long-term average, while increasing their equity exposure. Image: BofA Global Investment Strategy
GWIM Equity Allocation as % Assets Under Management BofA’s private clients are optimistic about equity market growth and potential returns, as evidenced by their allocation of 62% of their portfolios to equities. Image: BofA Global Investment Strategy
U.S. Households Allocation to Corporate Equities as a % of Financial Assets Historically, periods of high household equity allocation have been followed by lower market returns, suggesting that current trends may signal potential risks for future investors. Image: MarketDesk Research
Implied Equity Allocation by Non-Bank Investors Globally Despite concerns about potential economic slowdowns, investors are currently maintaining an overweight position in global equities, suggesting a positive outlook for stock markets. Image: J.P. Morgan
U.S. Household Equity Allocation Despite the overall strength of the U.S. economy and markets, historical trends suggest that elevated U.S. household equity exposure tends to precede lower future equity returns. Image: BofA Research Investment Committee
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
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