Investors remain heavily underweight emerging market stocks, with India one of the few countries in favour, finds Bank of America Merrill Lynch’s fund manager survey.
Allocations have switched from overweight to underweight the two markets amid record low emerging market sentiment, finds Bank of America Merrill Lynch's monthly fund manager ...
Wealth management products will attract big flows from deposits, thus pressuring banks, says UBS's head of China equity strategy. He also expects share prices to be hit by the ...
Investor confidence has risen globally, but equities are seen as being at their most expensive for nearly a decade, according to Bank of America-Merrill Lynch’s fund ...
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 ...
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 ...
The sovereign wealth fund’s executive VP, Jesse Wang, labels proposed US and UK regulatory change “anti-globalisation” and challenges Hong Kong to step into ...
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 ...
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.
The country’s Financial Services Authority believes that deleveraging European banks pose a potential threat to Japan’s economy.
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.
Improved liquidity and rising global growth hopes are forcing investors out of cash and into risk assets, especially EM equities. Bond bulls should note a jump in inflation ...
Allocators are heavily favouring emerging markets and the US over Europe, according to Bank of America Merrill Lynch’s monthly fund manager survey.