RSS feed
Posts Tagged ‘
fund manager survey
’‘I believe in the Goldilocks recovery’
Are fund managers becoming complacent? If the latest BofA Merrill Lynch survey of the profession is anything to go by there is certainly reason to think so.
According to the April report the number of investors taking “above normal risk”
Goldilocks still popular among fund managers, BofAML says
It’s the non-shock headline of the day perhaps; but fund managers surveyed by Bank of America Merrill Lynch continue to position themselves for the `ideal’ economic recovery scenario — one where the growth rate is neither too hot,
Defensive decoupling
The Merrill Lynch fund manager survey for July is out and it shows that the big investment bank’s have been successful in persuading their clients to rotate into more defensive stocks:
Having been fleetingly underweight all the big defensive sectors,