~224 Managers overseeing ~$600B AUM responded to this month’s BofA survey. OUTLOOK: Theme: “October Fund Manager Survey (FMS) said the recession is over, reduce cash, pause cyclical rotation, and price in contested election. Cyclical rotation via banks/energy to resume in Q4.” -A net 39% of investors expect a credible Covid-19 vaccine to be announced in … Continue reading October Bank of America Global Fund Manager Survey Results (Summary)
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October Bank of America Global Fund Manager Survey Results (Summary)
~224 Managers overseeing ~$600B AUM responded to this month’s BofA survey. OUTLOOK: Theme: “October Fund Manager Survey (FMS) said the recession is over, reduce cash, pause cyclical rotation, and price in contested election. Cyclical rotation via banks/energy to resume in Q4.” -A net 39% of investors expect a credible Covid-19 vaccine to be announced in … Continue reading October Bank of America Global Fund Manager Survey Results (Summary)