Bank of America: Global Fund Manager Survey Results

From January 11-16, 2020 Bank of America conducted its monthly survey among 249 managers that manage ~$739B in AUM. The key takeaways were… Equity Allocation: Bullish, but not yet Euphoric. BofA chief investment strategist Michael Hartnett, “We stay irrationally bullish risk assets until peak positioning and peak liquidity incite a spike in global bond yields … Continue reading Bank of America: Global Fund Manager Survey Results