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 ...

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

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 ...

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 ...

Risk appetite is surging among global fund managers, with equity allocations hitting eight-month highs and cash levels dipping dangerously low. Still, optimism is colliding with mounting fears over ...

Institutional investors are increasingly piling into stocks as fears of a tariff-induced recession recede, according to Bank of America’s latest monthly survey of global fund managers. The share of ...

The latest Global Fund Manager Survey published by the Bank of America is out. The sentiment indicator is the highest it has been since July 2021. Cash levels among these fund managers, at 3.3 percent ...

Bank of America's latest survey of fund managers shows bullishness is running high at year-end. The bank's survey shows fund managers are the most bullish they've been in more than three years. Cash ...

Shares 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 ...

Bank of America's monthly poll of fund managers showed an optimistic stance ahead of Friday's downturn. Fund managers headed into Friday's sharp drawdown in their most bullish posture in eight months, ...