BofA_Global Fund Manager Survey Bulls go Global-240319

2024-03管理咨询25免费

报告维度

📄 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
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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(部分)

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

❓ 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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