Search Results for: survey

Sentiment – FMS Investor Optimism on Stocks Is it time to sell on vaccine news, as BofA suggests? Image: BofA Global Fund Manager Survey

FMS Investors – Net % Think Small Caps will Outperform Large Caps Historically, small caps tend to outperform large caps after recessions. Image: BofA Global Fund Manager Survey

Gold Price and Valuation FMS investors believe gold overvaluation has dropped. Image: BofA Global Fund Manager Survey

FMS Recession Expectations Could this be a bullish sign as FMS investors are becoming more optimistic? Image: BofA Global Fund Manager Survey

Institutional Fund % Cash and Retail Fund % Cash This month, retail funds reduced elevated cash levels to 4.3%. Image: BofA Global Fund Manager Survey

Valuation – Banks vs. Tech FMS investors say banks are undervalued vs. tech. Image: BofA Global Fund Manager Survey

FMS Investors – Early-Cycle vs. Recession FMS investors are becoming more optimistic, starting to think early-cycle rather than recession. Image: BofA Global Fund Manager Survey

FMS Investors and Bull Market Net 46% of FMS investors say “it is a bull market”, no longer a “bear market rally” (35%). Image: BofA Global Fund Manager Survey

Sentiment – U.S. Dollar (USD) and Euro (EUR) The EU recovery fund provides more support for the euro. But is the reign of the U.S. dollar as the world’s reserve currency under threat? Image: BofA Global Research FX and Rates Sentiment Survey

Investors and Average Cash Balance Cash is up 4.9% from 4.7%, as investors remain cautious on coronavirus, election and macro. Image: BofA Global Fund Manager Survey