FMS Investors – Global Emerging Markets

FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey

FMS Investors and Yield Curve Expectations

FMS Investors and Yield Curve Expectations 83% of FMS investors expects a steeper yield curve. This is an all-time high. Image: BofA Global Fund Manager Survey

Cash – FMS Investors

Cash – FMS Investors BofA FMS investors are underweight cash, suggesting an early-stage recovery as after the internet bubble and the Great Financial Crisis. Image: BofA Global Fund Manager Survey

FMS Investors and 10Y-3M Yield Curve

FMS Investors and 10Y-3M Yield Curve FMS investors are expecting a steeper yield curve. At 73%, this is an all-time high. Image: BofA Global Fund Manager Survey

Gold Price and Valuation

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

Valuation – Banks vs. Tech

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