BofA European Fund Manager Survey: Goldilocks regime drives a risk-on rotation (Highlights)
14 July 2026 Goldilocks emerges, but geopolitics needs to align A net 37% of European investors expect a Goldilocks environment of robust growth and fading inflation over the next three months, making it dominant regime view for the first time since Oct '24. Growth expectations for Europe have improved sharply, with 54