Global Fund Manager Survey-A Hard Day’s Blight-240618

报告摘要

Accessible version BofA June Global Fund Manager Survey Bottom line: Global FMS sentiment most bullish since Nov'21, driven by low FMS cash

核心要点

18 June 2024

报告信息

文件全名: 《Global Fund Manager Survey-A Hard Day’s Blight-240618.pdf》
适合读者: 战略规划行业研究员
核心数据: levels (4.0% = 3-year low) and big equity allocation; but global risk sentiment not yet
On the macro: investors expect global growth to be unchanged in next 12 months; 73%
of respondents say no recession; no landing probability (26%) has peaked, soft landing
(64%) firmly consensus, hard landing expectations (5%) at new lows; CIOs want more capex
On rates: just 8% say no Fed cuts next 12 months, 8/10 investors expect 2, 3 or more
核心议题: 管理咨询

常见问题

《Global Fund Manager Survey-A Hard Day’s Blight-240618》主要包含哪些内容?

Accessible version BofA June Global Fund Manager Survey Bottom line: Global FMS sentiment most bullish since Nov'21, driven by low FMS cash核心数据:levels (4.0% = 3-year low) and big equity allocation; but global risk sentiment not yet;On the macro: investors expect global growth to be unchanged in next 12 months; 73%;of respondents say no recession; no landing probability (26%) has peaked, soft landing。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 25。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理咨询等议题。