Search Results for: survey

Tech Stocks – What Do You Think Is Currently the Most Crowded Trade? The most crowded trade is still “U.S. Long Tech.” Image: BofA Global Fund Manager Survey

FMS Investors – Net % Thinking Late-Cycle Are the conditions for a late cycle met? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Expecting Steeper Yield Curve Should investors expect a flattening yield curve? Image: BofA Global Fund Manager Survey

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

How Many Times Do You Think The Fed Will Raise Rates? FMS investors expect 1.5 Fed rate hikes in 2022 and do not expect the Fed to tighten aggressively. Image: BofA Global Fund Manager Survey

What Price Do You Think Bitcoin Will Be In 12 Months’ Time? Will Bitcoin remain between $50K to $75 in the next 12 months? Image: BofA Global Fund Manager Survey

Net % of FMS Investors Overweight Industrial Stocks FMS investor allocations to industrial stocks fell to 12%. Image: BofA Global Fund Manager Survey

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

Month on Month Change in FMS Investor Positioning Is inflation not going away? FMS investors poured into inflation assets. Image: BofA Global Fund Manager Survey

Equities – FMS Global Equity Allocation FMS global equity allocation has peaked but remains high. Image: BofA Global Fund Manager Survey