英文【美国银行】美银10月全球基金经理调查

报告摘要

Accessible version Global Fund Manager Survey BofA October Global Fund Manager Survey

核心要点

14 October 2025
193 panellists with $468bn AUM
166 participants with $400bn AUM

报告信息

文件全名: 《英文【美国银行】美银10月全球基金经理调查-26页.pdf》
适合读者: 投资人行业研究员
核心数据: low 3.8%, liquidity conditions rated best since Sep'21; full-bull sentiment tempered by
On Macro & Policy: global recession concerns at lowest level since Feb'22, biggest 6month surge in growth optimism since Oct'20, and expectation of soft landing 54% vs.
no landing 33% and hard landing 8%...why the number of investors forecasting higher
On Risks & Crowds: #1 most crowded trade is “long gold” (43%), #1 tail risk is “AI
bubble (33%), and #1 systemic credit event source now seen as “private equity/credit”
核心议题: 银行基金

常见问题

《英文【美国银行】美银10月全球基金经理调查》主要包含哪些内容?

Accessible version Global Fund Manager Survey BofA October Global Fund Manager Survey核心数据:low 3.8%, liquidity conditions rated best since Sep'21; full-bull sentiment tempered by;On Macro & Policy: global recession concerns at lowest level since Feb'22, biggest 6month surge in growth optimism since Oct'20, and expectation of soft landing 54% vs.;no landing 33% and hard landing 8%...why the number of investors forecasting higher。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 26。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了银行、基金等议题。