Global Fund Manager Survey-Pretty Fully Bully

2024-04管理咨询25免费

📄 文件全名: 《Global Fund Manager Survey-Pretty Fully Bully.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: since May’20, record jump in allocation to commodities, FMS cash levels drop to 4.2%
from 4.4%; bull sentiment not quite at “close-your-eyes-and-sell” levels (i.e. cash <4%)
On Macro: first time since Dec’21 investors say global growth (net 11%) to accelerate,
78% say global recession unlikely, “no landing” expectations surge to 36% (was 7% in
January), “soft landing” falls to 54%, hard landing at 7% (was 30% in Oct’23 – Chart 1).
🏷️ 核心议题: #管理咨询

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报告摘要

📋 核心要点(部分)

16 April 2024
260 panellists with $719bn AUM

❓ 常见问题

《Global Fund Manager Survey-Pretty Fully Bully》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:since May’20, record jump in allocation to commodities, FMS cash levels drop to 4.2%;from 4.4%; bull sentiment not quite at “close-your-eyes-and-sell” levels (i.e. cash <4%);On Macro: first time since Dec’21 investors say global growth (net 11%) to accelerate,。

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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