FMS Tech Net Allocation

FMS Tech Net Allocation Bye-bye tech? Tech net allocation fell to the lowest level since August 2006. Image: BofA Global Fund Manager Survey

Value Stocks – Net % OW Late Cyclicals

Value Stocks – Net % OW Late Cyclicals If inflation persists, should investors continue to look towards value and cyclical stocks? Image: BofA Global Fund Manager Survey

Tech Stocks – FMS Tech Allocation

Tech Stocks – FMS Tech Allocation U.S. investors are net underweight in the technology sector, while global investors are net overweight in this sector. Image: BofA Global Fund Manager Survey