BofA Merrill Lynch Survey

Investors Are Anticipating Monetary Policy Separation of Fed and ECB

Date:

Investors Are Anticipating Monetary Policy Separation of Fed and ECB
Foto: SeeShoo, Flickr, Creative Commons. Los gestores anticipan el fin del consenso en política monetaria y una gran brecha entre la Fed y el BCE

Author: Alicia Miguel

  1. Belief in Europe’s stocks has started to recover after the heavily negative sentiment expressed in August’s survey
  2. Global investors are predicting further policy action from the ECB and expectations of Fed tightening have firmed
  3. Allocations to equities ticked up modestly – with a net 47 percent overweight the asset class, up by a net 3 percentage points a month ago
  4. U.K. unpopularity deepens as Scottish independence vote looms