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

Fund Manager Survey July

Date:

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

Autor: Alicia Miguel

A net 61 percent of global asset allocators are now overweight equities

Inflation expectations reach record levels

The panel has lost conviction towards European equities but appetite for Spain has barely weakened

For the seventh month in a row, investors’ call for companies to invest more in capital spending has again reached a record high