Hedge Fund and Mutual Fund Equity Exposure In a sign of optimism about the current economic climate, hedge funds and mutual funds have collectively increased their stakes in U.S. equities, which paints a picture of growing confidence in the U.S. stock market. Image: Goldman Sachs Global Investment Research
Are You More Likely to Increase or Decrease Equity Exposure Over the Coming Days/Weeks? Only 35% of JPM clients are considering increasing their exposure to equities over the coming days/weeks, indicating a cautious sentiment among them. Image: J.P. Morgan
U.S. Equity Exposure vs. ISM New Orders less Inventories U.S. equity exposure typically shows a correlation with the ISM New Orders less Inventories. Image: Nomura
NAAIM – Equity Exposure of U.S. Active Managers U.S. active managers are optimistic, as they have the highest level of exposure to equities in over two years, betting on a rebound in global growth. Image: Morgan Stanley Research
CTAs’ Equity Exposure (CTA Beta to the S&P 500) CTAs’ equity exposure is currently flat. Image: J.P. Morgan Equity Derivatives Strategy
Aggregate CTAs Equity Exposure CTAs equity exposure also remains at a high level. Image: Deutsche Bank Asset Allocation
Investment Newsletters: Percentage of Equity Exposure Are investment newsletters too optimistic? Image: Truist
Hedge Fund Equity Exposure Great chart showing that hedge funds’ equity exposure is near their lowest since the global financial crisis. Image: J.P. Morgan
Factor Exposure of Hedge Fund Long U.S. Equity Portfolio Growth stocks remain among the most popular choices for hedge funds. Image: Goldman Sachs Global Investment Research
Hedge Fund Current Net Exposure to the Equity Markets Hedge fund net exposure to equities is now high relative to recent history. Image: BofA Global Fund Manager Survey
Discretionary vs. Systematic Equity Positioning While discretionary investors have raised their risk exposure after the 90-day reprieve on reciprocal tariffs, systematic strategies have maintained low positioning due to persistently elevated volatility. Image: Deutsche Bank Asset Allocation