Fund managers are pivoting away from America's mega-cap stocks but where are they choosing to invest instead?

The US market has underperformed the rest of the world in 2025, as sky-high US stock valuations have created better opportunities elsewhere. Taiwan Semiconductor’s increasingly diverse manufacturing ...

A second wave of inflation is seen as the biggest tail risk, according to BofA’s Global Fund Manager Survey, released in September. Twenty-six percent of Fund managers still find a second wave of ...

Pinnacle Investment Management boss Ian Macoun is well aware of the dangers of expanding overseas, but believes he can beat ...

The headline on Bank of America's monthly fund manager survey is "Bull crash" — the idea being that when sentiment plunges as much as this, that's normally a positive sign for the market. Why it ...

Fund managers headed into Friday’s sharp drawdown in their most bullish posture in eight months, according to a closely followed survey released Tuesday. Bank of America’s global fund-manager survey ...

Stocks of private-fund managers fell sharply Tuesday on concerns that the advent of artificial intelligence will tank their investments in software companies. Ares Management and Blue Owl Capital ...

For the latest quarter, the Thrivent Global Stock Fund very modestly underperformed its public benchmark but outperformed the Morningstar peer group.