em equity sell off belies manager bullishness
The latest Expert Investor Europe Manager Sentiment Survey suggests that fund managers will quickly seek to rebuild their EM stock allocations following this year’s sell-off.
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The latest Expert Investor Europe Manager Sentiment Survey suggests that fund managers will quickly seek to rebuild their EM stock allocations following this year’s sell-off.
Bearishness on China has created a buying opportunity, according to June’s Bank of America Merrill Lynch Global Fund Manager Survey.
Fund managers have turned increasingly bullish on property
Fund manager expectations for US equities leapt to their highest level in more than eight years, according to April’s Expert Investor Europe Manager Sentiment Survey.
Fund manager expectations for most major equity regions declined in March, according to the latest Expert Investor Europe Manager Sentiment Survey.
Fund managers are at their most bullish on Japanese stocks for almost seven years, according to the latest Expert Investor Europe Manager Sentiment Survey.