Fund Manager Survey July

BofA Merrill Lynch Survey Finds Investors Positioning Aggressively for Recovery in H2

Date:

Seguimos siendo positivos con los activos de riesgo
Foto: John Morgan, Flickr, Creative Commons. Seguimos siendo positivos con los activos de riesgo

Author: Alicia Miguel

  1. A net 61 percent of global asset allocators are now overweight equities
  2. Inflation expectations reach record levels
  3. The panel has lost conviction towards European equities but appetite for Spain has barely weakened
  4. For the seventh month in a row, investors’ call for companies to invest more in capital spending has again reached a record high