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On AA: Asked what 10-year Treasury yield would cause allocators to shift from stocks to bonds...37% say 6.0%, 19% already shifting, 14% say 6.5% (Chart 1); Oct sees biggest bond short-cover in past year, equity longs dip from net 49% to 44%; biggest tech overweight since Aug'20, biggest cut to bank longs since Mar'23,
BofA Global Fund Managers Survey respondents modestly tweaked asset allocations as growth and inflation expectations fell. The survey says 6% is the tipping point for a significant shift from stocks to bonds.
Bank of America's October European fund manager survey finds respondents expect European stocks to outperform U.S. equities. The body is truncated after noting 38% expect moderate Europe outperformance.
(Updates with more detail) LONDON, Oct 13 (Reuters) — The US 10-year Treasury yield would need to climb to nearly 6% before bonds become compelling enough for investors to draw money away from stocks, highlighting the resilience of equity markets even as borrowing costs jump, Bank of America's latest Global Fund Manage
Bank of America’s October global fund manager survey says a greater proportion of investors than at any time since December 2013 think companies are not spending enough on dividends.
In October’s Bank of America global fund manager survey, a net 36% of investors viewed the dollar as overvalued, versus 37% a month earlier. The body also reports a net 8% see the euro as overvalued, compared with 3% previously, but the sentence is truncated.
A net 5% of surveyed investors expect lower global inflation over the next 12 months, versus 4% in September.
Bank of America's monthly global fund manager survey found investors also favored Japanese and U.K. stocks. Pessimism about bond yields fell to its lowest level since May 2025; just 1% net expected higher long-term rates, down from 15%.
Bank of America's October global fund manager survey says 76% of investors expect the Federal Reserve to hold rates at its Oct. 28 decision, in line with current market pricing.
Bank of America's global fund manager sentiment gauge fell to 6.4 in October, its least bullish reading since June.
In Bank of America's October global fund manager survey, 45% said an AI bubble would exist next year, versus 42% who said no.
10-Year UST Yield At 5.9% Would Prompt Asset Allocation Shift To Bonds From Stocks - Pessimism On Bond Yields Lowest Since May 2025; Net 1% Expect High Long-Term Rates - Investors Turn Negative On Global Growth Outlook; Net 4% Expect Weaker Economy Over Next 12 Months - Biggest Tail Risk Is Disorderly Rise In Bond Yiel
Latin American equities were mixed, while currencies were flat to higher against the dollar as investors weighed hopes of diplomatic progress in US-Iran conflict, and looked ahead to inflation data later this week from Brazil and Mexico.
Ivanhoe Mines (TSX: IVN ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Ivanhoe Mines Limited reported a st
The AI spending boom has become two things at once. It is the trade investors are most sure about, and the place they think a credit accident is most likely to start. In Bank of America’s September Global Fund Manager Survey, 53% named buying global semiconductor stocks the most crowded trade in the market. A crowded t
Rising bond yields beat out the prospect of an AI bubble as the biggest "tail risk," according to the latest Bank of America survey of global fund managers. About one-third of survey respondents named a "disorderly rise in bond yields" as the biggest tail risk, while 28% named an AI bubble, down fr…
1310 ET - The AI data center boom is expected to keep chugging along, according to Bank of America's latest survey of global fund managers. Of those surveyed, 79% said they do not expect one of the AI hyperscalers to announce a cut in capital expenditures this year, up from 71% in August. But inves…
Investors are increasingly expecting global interest rates to rise, according to findings from Bank of America's September survey of global fund managers. 41% of surveyed investors said they expect the Federal Reserve to raise rates before the U.S. midterms, up from 22% in August, while the proport…
Managers Increase Cash, Reduce Other Holdings--Potential ‘Disorderly’ Rise in Bond Yields Seen as Top ‘Tail Risk’NEW YORK (MaceNews) — Uncertainty about a wide array of issues put a dent in fund manager bullish exuberance in September, as per the latest BofA Global Fund Managers survey, released…
Instituional investor expectations of a Federal Reserve interest rate hike before the November U.S. midterm elections have surged, according to the latest Bank of America Global Fund Manager Survey.The September survey revealed that 41% of fund managers now expect the Fed to raise rates before the…
1002 ET - Investors would increase their government bond allocations if yields climbed to an attractive level, such as the 30-year U.S. Treasury yield reaching 6%, according to 27% of fund managers in the Bank of America global fund manager survey for September. A total of 19% of fund managers poll…
Nearly half of global fund managers expect the U.S. Treasury's bond buyback program to have no impact on Treasury yields, while fewer see the program pushing yields higher, according to BofA Global Research.The BofA Global Fund Manager Survey showed 46% of investors expected no impact on U.S. Treas…
Fund managers have shifted their primary market worry. Bank of America’s September Global Fund Manager Survey, which polled 170 investors overseeing $470B in assets now ranks a disorderly rise in bond yields as the top tail risk.A total of 33% of the respondents cited yields as the top tail risk. T…
A total of 79% of fund managers polled in Bank of America's global fund manager survey for September say they don't expect any of the AI companies to announce a cut in capital expenditure this year. This is up from 71% of fund managers in the August survey. Only 14% of respondents said they expect…
Inflation expectations reversed in September, with investors anticipating lower instead of higher global consumer prices over the next 12 months, according to the latest Bank of America global fund manager survey. A net 4% of investors expect global inflation to ease, flipping from a net 3% expecti…
Fewer investors expect stronger global economic growth in the next 12 months, Bank of America's September fund manager survey shows. The proportion of investors expecting stronger growth fell to 8% in September from 14% in August. The survey also shows 55% expect no landing, where the global econom…
The dollar is considered overvalued by slightly fewer investors in September, Bank of America's global fund manager survey shows. A net 37% of investors say the dollar is overvalued, compared to 39% in August. Meanwhile, a net 13% of investors think sterling is overvalued, up from 8% last month. A…
More than four in 10 fund managers expect European and U.S. equities to perform in line with each other over the next year, according to a Bank of America survey. A net 5% of investors globally have underweight ratings for Europe, while 8% expect to put the region on underweight over the next year…
Disappointment in artificial-intelligence investment is the top global growth risk, according to 43% of fund managers surveyed by Bank of America. The survey shows that 54% see falling energy prices and easing inflation as the main upside. However, none of the survey participants see AI or data-cen…
Investors are less convinced that the Federal Reserve will refrain from raising interest rates before November's U.S. midterm elections, Bank of America's global fund manager survey for September shows. Some 52% of investors expect no rate rise before the midterms, down sharply from 72% in the Augu…