global fund manager 0513

报告摘要

Accessible version Global Fund Manager Survey The Geneva Prevention

核心要点

13 May 2025
208 panellists with $522bn AUM

报告信息

文件全名: 《global fund manager 0513.pdf》
适合读者: 战略规划行业研究员
核心数据: The Nut: pre-Geneva (75% of FMS completed before announcement of US-China talks)
investor sentiment glum, especially on US assets; May FMS not as extreme as uberbearish April FMS (recession seen as less likely, cash levels cut to 4.5% from 4.8%, major
positive US-China trade war ceasefire (FMS investors expected 37% tariffs not 30% –
FMS on Macro: investors less pessimistic: net 59% expect weaker global growth (vs
82% in April), net 1% say recession likely (vs 42% in April), “soft landing” (61%) back as
核心议题: 管理咨询

常见问题

《global fund manager 0513》主要包含哪些内容?

Accessible version Global Fund Manager Survey The Geneva Prevention核心数据:The Nut: pre-Geneva (75% of FMS completed before announcement of US-China talks);investor sentiment glum, especially on US assets; May FMS not as extreme as uberbearish April FMS (recession seen as less likely, cash levels cut to 4.5% from 4.8%, major;positive US-China trade war ceasefire (FMS investors expected 37% tariffs not 30% –。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 27。

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适合战略规划、行业研究员等读者参考。

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