Global Fund Manager Survey-The “No Landing” Peak-240515

2024-05宏观经济26免费

📄 文件全名: 《Global Fund Manager Survey-The “No Landing” Peak-240515.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: than EPS; 8/10 say cuts in H2 & no recession, FMS cash levels down to 4.0% (3-year
pessimism jumps; odds of “no landing” peak (31%) but 78% say recession “unlikely,”
“soft landing” still consensus (56%) & “hard landing” odds (11%) low; record 55% say
FMS on Policy: 82% expect Fed to cut H2’24, 78% expect Fed to cut 2, 3 or more times
next 12 months, 47% expect lower bond yields… little wonder “higher inflation” (41%) =
🏷️ 核心议题: #GDP

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报告摘要

📋 核心要点(部分)

14 May 2024
245 panellists with $642bn AUM
2 Global Fund Manager Survey | 14 May 2024

❓ 常见问题

《Global Fund Manager Survey-The “No Landing” Peak-240515》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:than EPS; 8/10 say cuts in H2 & no recession, FMS cash levels down to 4.0% (3-year;pessimism jumps; odds of “no landing” peak (31%) but 78% say recession “unlikely,”;“soft landing” still consensus (56%) & “hard landing” odds (11%) low; record 55% say。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 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GDP等议题。