行业研究报告

BofA_Global Fund Manager Survey Bulls go Global-240319

2024-03管理咨询25

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

报告摘要

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

核心要点

  1. 19 March 2024
  2. 226 panellists with $572bn AUM
  3. 2 Global Fund Manager Survey | 19 March 2024

报告信息

文件全名
BofA_Global Fund Manager Survey Bulls go Global-240319.pdf
适合读者
战略规划行业研究员
核心数据
  1. tad to 4.4% leaving BofA Bull & Bear Indicator at 6.5… bullish but not yet extreme bullish.
  2. remains consensus at 62% probability, while 23% say "no" landing (was 5% in Oct'23)
  3. and 11% say "hard" landing (was 30%); EPS optimism at 2-year high and investor desire
  4. On Rates, Risks & Crowds: 84% expect short rates to decline next 12 months, 40%
  5. expect lower bond yields (was 62% in Dec'23); "inflation" seen as #1 tail risk; "long
核心议题
管理咨询

常见问题

《BofA_Global Fund Manager Survey Bulls go Global-240319》主要包含哪些内容?

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.核心数据:tad to 4.4% leaving BofA Bull & Bear Indicator at 6.5… bullish but not yet extreme bullish.;remains consensus at 62% probability, while 23% say "no" landing (was 5% in Oct'23);and 11% say "hard" landing (was 30%); EPS optimism at 2-year high and investor desire。

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覆盖 2024 年,全文约 25。

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