Markets

‘Sell the vaccine’: Big-money investors are the most bullish they have been since January 2018 — and Bank of America says that’s a signal to get out

Investor bullishness surged to its highest point since January 2018 amid US election outcomes and encouraging vaccine progress, Bank of America strategists said Tuesday. Fund managers’ allocations to stocks hit a net 46% overweight in the November 6 to November 12 period, closing in on the 50% threshold that indicates […]
‘Sell the vaccine’: Big-money investors are the most bullish they have been since January 2018 — and Bank of America says that’s a signal to get out
Markets

Hedge funds are piling into healthcare stocks at record pace, Goldman Sachs says

Hedge fund positioning in healthcare stocks reached a record 10 percentage points overweight compared to the Russell 3000 index, Goldman Sachs said Friday. The rotation was primarily fuelled by soaring interest in biotech names. Recent weeks have seen investors pile into companies racing to introduce the first coronavirus treatment. Positioning […]
Hedge funds are piling into healthcare stocks at record pace, Goldman Sachs says
Markets

A new Bank of America survey shows large fund managers slashing growth expectations for the first time in months amid coronavirus fears

Large-fund managers’ growth expectations declined in February as coronavirus dragged down sentiment. Managers still rank the outcome of the 2020 presidential election as the biggest tail risk facing markets. Visit the Business Insider homepage for more stories. Large-fund managers surveyed by Bank of America slashed their expectations for global growth […]
A new Bank of America survey shows large fund managers slashing growth expectations for the first time in months amid coronavirus fears
Markets

Stock pickers are shunning the cardinal rule of investing as they fight the machines trying to replace them — and they’re still losing

Active fund managers are moving away from the time-honoured strategy of portfolio diversification as passive investing threatens their sector. Active US funds holding fewer than 35 stocks have nearly doubled in the last decade, the Wall Street Journal reported, citing Morningstar Direct data. The shift arrives as exchange-traded funds and […]
Stock pickers are shunning the cardinal rule of investing as they fight the machines trying to replace them — and they’re still losing
Markets

These are the 10 stocks most loved by fund managers around the world

UBS put together a list of the the most widely held – or “crowded” – stocks among active fund managers around the world. The list includes primarily technology, software, and financial services companies. Visits the Markets Insider homepage for more stories. Active fund managers around the globe are looking favourably […]
These are the 10 stocks most loved by fund managers around the world
News

Wall Street’s top 8 investors told us what they’re betting on in 2019

In 2018 the stock market rediscovered volatility. After 2017 saw traditional measures of price swings locked at record lows, swift market gyrations were again the status quo. For those observing this price action at ground level, it was a tumultuous whirlwind, marked by two separate corrections that came months apart. […]
Wall Street’s top 8 investors told us what they’re betting on in 2019
Markets

BANK OF AMERICA: Bitcoin is the ‘most crowded’ trade

Being long bitcoin is the most crowded trade in the world, according to a fund manager survey conducted by Bank of America Merrill Lynch. The cryptocurrency has surged higher in recent weeks as a handful of exchanges have started transacting it, offering an increased level of legitimacy. Managers of large […]
BANK OF AMERICA: Bitcoin is the ‘most crowded’ trade