Latest news with #Strategists
Reuters
15-07-2025
- Business
- Reuters
BofA sees 'toppy' sentiment leading to rotation, not retreat
MILAN, July 15 (Reuters) - Investor sentiment surged in July to its most bullish since February, driven by the biggest jump in profit optimism in five years and a record surge in risk appetite, Bank of America's latest global fund manager survey showed. Cash levels fell to 3.9% in July, a low that triggered an in-house "sell signal" from the investment bank's strategists. BofA noted that sentiment was getting "toppy," but added fund managers' overweight positioning in stocks was not yet at extreme levels and bond market volatility remained low. The U.S. bank suggested investors are more likely to stick to a "summer of hedging and rotation" between sectors rather than placing big short bets or making a significant retreat, as "greed is much harder to reverse than fear."
Yahoo
15-07-2025
- Business
- Yahoo
BofA sees 'toppy' sentiment leading to rotation, not retreat
MILAN (Reuters) -Investor sentiment surged in July to its most bullish since February, driven by the biggest jump in profit optimism in five years and a record surge in risk appetite, Bank of America's latest global fund manager survey showed. Cash levels fell to 3.9% in July, a low that triggered an in-house "sell signal" from the investment bank's strategists. BofA noted that sentiment was getting "toppy," but added fund managers' overweight positioning in stocks was not yet at extreme levels and bond market volatility remained low. The U.S. bank suggested investors are more likely to stick to a "summer of hedging and rotation" between sectors rather than placing big short bets or making a significant retreat, as "greed is much harder to reverse than fear." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
BofA sees 'toppy' sentiment leading to rotation, not retreat
MILAN (Reuters) -Investor sentiment surged in July to its most bullish since February, driven by the biggest jump in profit optimism in five years and a record surge in risk appetite, Bank of America's latest global fund manager survey showed. Cash levels fell to 3.9% in July, a low that triggered an in-house "sell signal" from the investment bank's strategists. BofA noted that sentiment was getting "toppy," but added fund managers' overweight positioning in stocks was not yet at extreme levels and bond market volatility remained low. The U.S. bank suggested investors are more likely to stick to a "summer of hedging and rotation" between sectors rather than placing big short bets or making a significant retreat, as "greed is much harder to reverse than fear." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
09-07-2025
- Business
- Bloomberg
Bernstein Sees India Earnings Upgrades Driving Stocks Momentum
Strategists at Bernstein Societe Generale Group recommended buying Indian stocks with upward earnings revisions to navigate the market's lofty valuations. While they had earlier favored low-volatility and value stocks, the brokerage's strategists said the market has now reached a point where earnings revisions will drive momentum. The NSE Nifty 50 Index has gained more than 15% since a March low, and is trading at more than 21 times its forward earnings, above its 10-year average.
