global fund manager 0513

2025-05管理咨询27免费

📄 文件全名: 《global fund manager 0513.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: The Nut: pre-Geneva (75% of FMS completed before announcement of US-China talks)
investor sentiment glum, especially on US assets; May FMS not as extreme as uberbearish April FMS (recession seen as less likely, cash levels cut to 4.5% from 4.8%, major
positive US-China trade war ceasefire (FMS investors expected 37% tariffs not 30% –
FMS on Macro: investors less pessimistic: net 59% expect weaker global growth (vs
82% in April), net 1% say recession likely (vs 42% in April), “soft landing” (61%) back as
🏷️ 核心议题: #管理咨询

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报告摘要

Accessible version Global Fund Manager Survey The Geneva Prevention

📋 核心要点(部分)

13 May 2025
208 panellists with $522bn AUM

❓ 常见问题

《global fund manager 0513》主要包含哪些内容?

Accessible version Global Fund Manager Survey The Geneva Prevention核心数据:The Nut: pre-Geneva (75% of FMS completed before announcement of US-China talks);investor sentiment glum, especially on US assets; May FMS not as extreme as uberbearish April FMS (recession seen as less likely, cash levels cut to 4.5% from 4.8%, major;positive US-China trade war ceasefire (FMS investors expected 37% tariffs not 30% –。

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