WGSsss
2021-05-18
Vghj
Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":194337714,"tweetId":"194337714","gmtCreate":1621341748038,"gmtModify":1631889019140,"author":{"id":3557272953214384,"idStr":"3557272953214384","authorId":3557272953214384,"authorIdStr":"3557272953214384","name":"WGSsss","avatar":"https://static.tigerbbs.com/c859daf551024a3f95b178c72e1b8354","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Vghj</p></body></html>","htmlText":"<html><head></head><body><p>Vghj</p></body></html>","text":"Vghj","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/194337714","repostId":2136962447,"repostType":4,"repost":{"id":"2136962447","pubTimestamp":1621341581,"share":"https://www.laohu8.com/m/news/2136962447?lang=&edition=full","pubTime":"2021-05-18 20:39","market":"us","language":"en","title":"Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds","url":"https://stock-news.laohu8.com/highlight/detail?id=2136962447","media":"MarketWatch","summary":"Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin St","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b68821d4ccdd01c8074a4b40d7f37a9\" tg-width=\"1260\" tg-height=\"839\"><span>Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin State on October 4, 2015.</span></p>\n<p>Fund managers are increasingly making a \"late cyclical\" push, according to a closely watched monthly survey released on Tuesday.</p>\n<p>The Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called \"boom expectations\" -- with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/0dcad1ad710bfbc3f5ac06811c1c42ff\" tg-width=\"1260\" tg-height=\"1032\"></p>\n<p>That makes sense given their economic expectations, with 69% expecting both above-trend growth and inflation, a record high for the survey. Expectations for profits did slip by 6 percentage points, though at 78%, the percent who say global profits will improve over the next 12 months also is near record highs. Expectations for the first interest-rate hike from the Federal Reserve moved to November 2022 from January 2023.</p>\n<p>Investors report they are long U.K. stocks, where many of the world's leading miners including Glencore , BHP Group and Rio Tinto trade, for the first time since July 2012.</p>\n<p>Compared with April, though, investors also built up positions into consumer staples. Strategists at Bank of America say these investors are positioned for inflation with a hint of defensives. The percent overweight technology stocks were at 3-year lows.</p>\n<p>Inflation was identified as the top tail risk, and 43% said long bitcoin was the most crowded trade.</p>\n<p>The survey of 216 panelists with $625 billion in assets under management was conducted between May 7 and May 13.</p>\n<p>The S&P 500 has gained 11% this year, while the tech-heavy Nasdaq Composite has advanced by 4%. The small-cap Russell 2000 has gained 13%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 20:39 GMT+8 <a href=https://www.marketwatch.com/story/fund-managers-position-for-boom-expectations-with-tech-demand-at-three-year-lows-bank-of-america-survey-finds-11621335033?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin State on October 4, 2015.\nFund managers are increasingly making a \"late cyclical\" push, according to a...</p>\n\n<a href=\"https://www.marketwatch.com/story/fund-managers-position-for-boom-expectations-with-tech-demand-at-three-year-lows-bank-of-america-survey-finds-11621335033?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","BAC":"美国银行",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/fund-managers-position-for-boom-expectations-with-tech-demand-at-three-year-lows-bank-of-america-survey-finds-11621335033?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136962447","content_text":"Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin State on October 4, 2015.\nFund managers are increasingly making a \"late cyclical\" push, according to a closely watched monthly survey released on Tuesday.\nThe Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called \"boom expectations\" -- with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.\n\nThat makes sense given their economic expectations, with 69% expecting both above-trend growth and inflation, a record high for the survey. Expectations for profits did slip by 6 percentage points, though at 78%, the percent who say global profits will improve over the next 12 months also is near record highs. Expectations for the first interest-rate hike from the Federal Reserve moved to November 2022 from January 2023.\nInvestors report they are long U.K. stocks, where many of the world's leading miners including Glencore , BHP Group and Rio Tinto trade, for the first time since July 2012.\nCompared with April, though, investors also built up positions into consumer staples. Strategists at Bank of America say these investors are positioned for inflation with a hint of defensives. The percent overweight technology stocks were at 3-year lows.\nInflation was identified as the top tail risk, and 43% said long bitcoin was the most crowded trade.\nThe survey of 216 panelists with $625 billion in assets under management was conducted between May 7 and May 13.\nThe S&P 500 has gained 11% this year, while the tech-heavy Nasdaq Composite has advanced by 4%. The small-cap Russell 2000 has gained 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194337714"}
精彩评论