Search Results for: survey

FMS Investors – Where Do You Expect the S&P 500 Index to End the Year? FMS investors are not bullish on the S&P 500 this year. Image: BofA Global Fund Manager Survey

Net % of FMS Investors Expecting Stronger Economy FMS investors expect a weaker economy in the next 12 months. Are FMS economy expectations too pessimistic? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Say They Are Overweight Emerging Market Equities Should investors overweight emerging market equities in 2023? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Say Corporate Earnings Will Improve vs. S&P 500 Consensus Forward EPS Will analysts continue to lower S&P 500 earnings estimates? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Say They Are Overweight Commodities Relative to Bonds FMS investors are most underweight commodities relative to bonds. Image: BofA Global Fund Manager Survey

FMS Investors – Net % Overweight Energy FMS investors continue to overweight energy. Image: BofA Global Fund Manager Survey

Inflation vs. Short Term Rate Expectations Will recessionary conditions and cooler inflation force the Fed to cut rates in 2023? Image: BofA Global Fund Manager Survey

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

FMS Investors and Equities – Absolute Net % OW FMS investors remain bearish on stocks. Image: BofA Global Fund Manager Survey

Net % of FMS Investors Saying U.S. Dollar is Overvalued Has the U.S. dollar finally peaked? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Saying Short-Term Rates Will be Lower vs. Higher in 12 Months The odds of a Fed policy pivot in the next 12 months are rising. Image: BofA Global Fund Manager Survey