Tag : fund manager survey

Despite being extremely bearish on emerging-market equities generally, fund managers are keen on selected Asian markets and the major developed markets.

As investors brace for a China slowdown, there are signs of optimism about Europe, and Japanese stocks remain in favour, according to Bank of America Merrill Lynch's fund manager survey.

In a survey of global fund houses in the second quarter, none are underweight equities, with Greater China, emerging markets and Asia-Pacific ex-Japan the most heavily favoured.

China is also falling out of favour, while Japan and Malaysia are rising in popularity, according to Bank of America-Merrill Lynch’s monthly fund manager survey.

Investors are increasingly concerned about the prospect of a hard landing for the world's second biggest economy, finds Bank of America Merrill Lynch's fund manager survey.

Global investors maintain their bullish stance and ignore warnings that risk assets may be vulnerable to a correction after a seven-month rally, finds BoA Merrill’s fund manager survey.

It's too soon to predict a structural shift in allocations from fixed income to equities, says Neill Nuttall of JP Morgan AM. But opinions are divided and contrary data is stacking up.

Sentiment on Europe rises, with investors reporting the largest divergence between US and European equity valuations in the history of the BoA Merrill fund manager survey.

Allocators report the biggest jump in growth expectations in three years, but move only modest sums to equities. Emerging markets is the top regional overweight.

A growing number of investors expect a stronger Chinese economy in the coming year, yet allocations to the market have fallen.

They turn positive on the eurozone, but sentiment dampens for China and Asia-Pacific. Fewer expect further rounds of quantitative easing amid growing inflation expectations.

In an increasingly bullish outlook fund houses are looking to allocate more of their clients’ money into emerging market equities and bonds, finds HSBC.