BofA Merrill Lynch Fund Manager Survey Finds Investors Migrating out of U.S. Equities Amid Expectations of Fed Rate Hike


Dateline City: NEW YORK Preference for European Equities at Record High Global investors have significantly pared back U.S. equity allocations as belief grows that the U.S. Federal Reserve will raise rates in the second quarter, according to the BofA Merrill Lynch Fund Manager Survey for March. A net 19 percent of global Read more [...]

BofA Merrill Lynch Fund Manager Survey Finds Investors Exuberantly Bullish on Europe After Promise of ECB Action


Dateline City: NEW YORK Weakening Expectations in China Limit Impact on Global Growth Outlook Global investors are significantly more positive on the outlook for Europe after the European Central Bank’s announcement of quantitative easing to reflate the region’s economy, according to the BofA Merrill Lynch Fund Manager Survey for February. Read more [...]

BofA Merrill Lynch Fund Manager Survey Finds Investors Fretting Over Monetary Policy as End of U.S. QE Looms


Dateline City: NEW YORK Risk Appetite Declines in Response Concerns over the imminent end of quantitative easing in the U.S. have left investors much less confident in the outlook for the global economy and corporate profitability, according to the BofA Merrill Lynch Fund Manager Survey for October. After a sharp fall of Read more [...]

BofA Merrill Lynch Fund Manager Survey Investors Turning to Cash as Geopolitics and Interest Rate Rise Fears Bite


Dateline City: NEW YORK Europe Bears Brunt of Falling Sentiment but Emerging Markets Thrive Rising geo-political temperatures combined with the threat of rising U.S. interest rates have led global investors to scale back risk and take cash levels to two-year highs, according to the BofA Merrill Lynch Fund Manager Survey for August. Read more [...]

BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning Aggressively for Recovery in H2


Dateline City: NEW YORK Inflation Expectations Reach Record Levels Global investors have regained a strongly bullish stance on the outlook for equity markets in the second half of 2014, according to the BofA Merrill Lynch Fund Manager Survey for July. A net 61 percent of global asset allocators are now overweight equities. Read more [...]

China’s Li Keqiang warns investors to prepare for wave of bankruptcies


World's second largest economy is facing 'serious challenges' and many companies with high debts are being forced to the wallChina is braced for a wave of industrial bankruptcies as its slowing economy forces companies with sky-high debts to the wall, the country's premier has said.Premier Li Keqiang told lenders to China's private sector factories they should expect debt defaults as the world's second largest economy encounters "serious challenges" in the year ahead.Speaking after the annual session Read more [...]

Demand for Energy, Food and Housing Creates Opportunity for Investors, Says U.S. Trust in 2014 Outlook on Non-financial Assets


Dateline City: NEW YORK The booming U.S. energy market, robust housing recovery and strengthening economy are creating growth opportunities for investors of non-financial specialty assets, including farmland, timberland, real estate, private businesses, and oil and gas, according to U.S. Trust. In a report published today on its 2014 outlook for non-financial assets, U.S. Trust’s Specialty Asset Read more [...]