Fund managers most underweight on US stocks since 2005: Bank of America survey

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Investors' allocation to U.S. stocks tumbled in January to the lowest level since 2005, according to a new Bank of America survey published on Tuesday.

Traders work on the floor of the New York Stock Exchange during morning trading on Jan. 4, 2023, in New York City.At the same time, investors strayed away from pharmaceuticals, technology and the U.S., according to the strategists led by Michael Hartnett.

Global growth optimism surged to a one-year high this month, according to the survey, as optimism over cooling inflation and China's reopening buoyed investor hopes. Fund managers believe that inflation has peaked. Data released last week showed that the consumer price index climbed 6.5% in December from the previous year, and actually fell 0.1% over the course of the month.

Still, fund managers remain underweight global stocks as risks remain to the economic outlook, Hartnett said. The survey showed that investors are still overweight cash and bonds.About 50% of respondentsover the next year, although that is the least bearish outlook on global growth prospects in a year. The survey, which was conducted from Jan. 6 to 12., included responses from 253 fund managers with $710 billion under management.

Participants also said that monetary policy is too restrictive for the first time since March 2020. They expect interest rates – which are currently at a rate of 4.25% to 4.5% – to peak at 5% in the second quarter of 2023.The survey also showed inflation staying high as the biggest "tail risk" and the top "contrarian trades" as being 'long' stocks, U.S. stocks and tech versus 'short' bonds, emerging market stocks and utilities.

 

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Fund manager allocation to U.S. stocks in January collapses, BofA survey findsFund managers' allocation to U.S. equities collapsed in January, with 39% saying they had an underweight position, the most since October 2005, a BofA survey of global investor views on Tuesday showed.
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