Bullish investors turning away from ‘overvalued’ bonds

Fund Managers

Joe Marsh

Oct 17, 2017

Global risk appetite is growing, according to the Bank of America Merrill Lynch fund manager survey. Cash levels are down, while equity allocations and growth expectations are up.

Stock prices rising, bond prices to fall?

The signs point to swelling investor optimism in this month’s Bank of America Merrill Lynch BAML monthly fund manager survey.

Equity exposure is up month-on-month,...

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Asset Owners

19 hours ago

Indira Vergis

More insurers in Asia, especially Taiwan and China, are prepared to take on greater risk to get higher investment returns than elsewhere in the world, a survey by BlackRock shows.

Event Highlights

19 hours ago

Ernest Chan

The long-standing mandatory defined contribution scheme can improve upon existing schemes by introducing new measures, a Securities and Exchange Commission executive said.

Asset Owners

19 hours ago

Jolie Ho

Larry Wan, former CIO of AIA China, is positive about A-shares and wants Chinese insurers to use more external managers. Some are heeding his call.

Asset Owners

1 day ago

Jolie Ho

The country is attempting to rapidly reform its pension system after failing to do enough for years. It needs to move quickly, to avoid growing poverty.

Bullish investors turning away from ‘overvalued’ bonds

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