February Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with > $600B AUM.  Here are the key takeaways from the survey published on Feb 18, 2020: Continue reading “February Bank of America Global Fund Manager Survey Results (Summary)”

Be in the know. 8 key reads for Tuesday…

  1. Franklin Resources and Legg Mason shares surge as firms announce they will combine into a $1.5 trillion asset manager (Business Insider)
  2. DuPont CEO and CFO to leave company (MarketWatch)
  3. Buy Amarin Because It Is Cheap, Analyst Says (MarketWatch)
  4. The Real Chinese Trade Spat Is About Engines, Not Soybeans (Wall Street Journal)
  5. Starting to look like Tom Brady won’t be returning to the Patriots (Fox Business)
  6. Hedge fund Renaissance built stake ahead of Tesla share surge (Financial Times)
  7. How Millennials Could Make the Fed’s Job Harder (New York Times)
  8. 12 Stock Picks That Will Please Both Growth and Value Investors (Barron’s)

Be in the know. 10 key reads for President’s Day…

  1. Stocks Today Hold Bullish Bent; 5 Reasons Why The Nasdaq May Hit 10,000 (Investor’s Business Daily)
  2. The $99 Watch With $20,000 Ambitions (Bloomberg)
  3. Macau Casinos Allowed to Reopen Thursday After Virus Shutdown ()
  4. Bridgewater, Dalio Donate $10 Million For China Virus Fight (Bloomberg)
  5. Joe Rogan ate nothing but meat for 30 days and said his ‘energy levels were amazing’ (CNBC)
  6. Chinese stimulus boosts stocks globally (MarketWatch)
  7. The Pinsa Pie Tries to Elbow Into New York’s Crowded Pizza Market (Wall Street Journal)
  8. Hedge Funds Bet Aussie Will Overcome Impact of Coronavirus (Yahoo! Finance)
  9. Notable Insider Buys Last Week: Enterprise Products Partners, Kellogg And More (Benzinga)
  10. FedEx driver stops to pick up, fold fallen American flag in front yard (USA Today)