Fund Managers Expand Global Equity Holdings

Global investors have increased their equity holdings to the highest level since 2021, with cash liquidity reaching its lowest point, according to a survey conducted by Bank of America. The poll revealed that 56% of fund managers are taking overweight positions in stocks, the highest percentage since November 2021, while cash allocations have fallen to 3.5%. Investors anticipate that the Federal Reserve will not raise interest rates before the November elections, favoring a shift toward more defensive assets. Despite ongoing expectations that the economy will avoid a significant downturn, concerns persist about an AI bubble and rising long-term bond yields.

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