BoAML: Investors Yet to Act on FearsQuantquistador
Recently released findings from the monthly BoAML Global Fund Manager Survey (FMS) suggest that although investors are yet to reach fear territory deep enough to affect allocations materially, “cracks in the bull case” are emerging.1 The main concerns have been highlighted as growing risks of global trade war, stagflation, and leverage according to survey responses. In line with these risk factors, allocations and sentiment show a more defensive approach.
Trade War Concerns overtake Inflation in Tail Risk Assessment
The findings from the March 2018 fund manager survey from BoAML . . .
This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email email@example.com and we will get back to you as quick as humanly possible