BofA Merrill Lynch Survey

Rotation Into More Defensive Stocks and Sectors May be Imminent as Investors Favor Value vs Growth

Date:

Rotation Into More Defensive Stocks and Sectors May be Imminent as Investors Favor Value vs Growth
Wikimedia CommonsFoto: Camdiluv, Flickr, Creative Commons.. La rotación hacia acciones y sectores más defensivos puede ser inminente

Author: Alicia Miguel

  1. A net 44 percent of investors believe profits will improve over the next 12 months
  2. However, expectations of higher short-term rates are growing
  3. Regionally, a net 66 percent of global fund managers believe the U.S. is still the most over-valued equity market
  4. Overall, continued growth optimism for 2014 prevails, even with higher rates