Dit gaat meer om de baanzekerheid van managers en adviseurs die bang zijn om de index aan hen te laten ontsnappen. Hoe je het ook wilt categoriseren, die stromen zijn veerkrachtig geweest en het bestrijden ervan is een verliezersspel geweest.
Christian Fromhertz 🇺🇸
Christian Fromhertz 🇺🇸15 jul, 19:45
BofA Poll Shows Investors Are Taking Risk at a Record Pace (Bloomberg) - Fund managers are rushing back into risky assets at a record pace on optimism over economic growth and strong corporate profits, according to a monthly survey by Bank of America Corp. - The share of investors taking a higher-than-normal risk level in their portfolios registered the biggest increase over a three-month span going back to 2001, the poll showed. - Bank of America strategist Michael Hartnett said that he doesn’t expect a big pullback in stocks over the summer, adding that exposure to equities is not yet “extreme” and bond volatility is still low.
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