190 Managers overseeing ~$526B AUM responded to this month’s BofA survey. OUTLOOK: -Most bullish Fund Manager Survey (FMS) of 2020 on the back of vaccine, election, macro. -66% now say macro in “early-cycle” phase, not recession. -91% of the respondents expect a stronger economy in the next 12 months, the highest level since 2002 and … Continue reading November Bank of America Global Fund Manager Survey Results (Summary)
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November Bank of America Global Fund Manager Survey Results (Summary)
190 Managers overseeing ~$526B AUM responded to this month’s BofA survey. OUTLOOK: -Most bullish Fund Manager Survey (FMS) of 2020 on the back of vaccine, election, macro. -66% now say macro in “early-cycle” phase, not recession. -91% of the respondents expect a stronger economy in the next 12 months, the highest level since 2002 and … Continue reading November Bank of America Global Fund Manager Survey Results (Summary)