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.
Asia-Pacific investors have grown more bullish on China and Taiwan, says Bank of America Merrill Lynch, while EPFR data shows strong fund flows to Japan and global emerging ...
Overall, asset managers are increasingly bullish on emerging markets, but more negative on Japan and the US, according to Bank of America Merrill Lynch's fund manager survey.
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...
In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
They are also very bearish on Malaysia and New Zealand, preferring Indonesia and Taiwan. Global allocators are boosting Japan weightings and shunning Europe.
Meanwhile, a net number of investors are overweight Japan for the first time in 19 months, while Europe suffers a further sell-off, according to Bank of America Merrill Lynch's ...
Investors have turned far less bullish on China and Europe, amid a global drop in risk appetite, according to Bank of America Merrill Lynch's February fund-manager survey.
Investors view Japanese equities as the most undervalued in the world, according to Bank of America Merrill Lynch's January fund manager survey.
Cash is no longer king for asset allocators, but investors are mixed on which Asian countries they favour, according to Bank of America Merrill Lynch's monthly fund manager poll.