Hedge Fund and Mutual Fund Equity Exposure Reflecting optimism in the current economic climate, hedge funds and mutual funds have collectively increased their stakes in equities, indicative of a broader market preference for stocks. 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
Systematic Equity Positioning Current systematic equity positioning is at the 90th percentile, indicating high equity exposure. This could result in limited upside potential, elevated risk levels, and an increased likelihood of market reversal. Image: Deutsche Bank Asset Allocation