Aktiesnakken — Marts 2020
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Så er den månedlige Fund Manager Survey fra BOFA-ML kommet. Den viser, at stemningen er ekstremt bearish, på linie med niveauet fra finanskrisen
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Fund managers controlling more than half a trillion in assets have pared their expectations for corporate earnings to the lowest levels since 2009
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overall sentiment falling to the "bear extremes" of the global financial crisis
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biggest collapse in equity allocation since the survey began in 1994
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investors are trimming Eurozone and emerging market allocations, as well as bank stocks, while boosting exposure to utilities and healthcare to the highest levels since the first quarter of 2009
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A record number of investors say corporates over-leveraged
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Sixty-one percent want corporates to improve balance sheets, highest level since Jun'09
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Cash allocations, as a result, have surged by a record 4% from last month to around 5.1% of total assets
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Husk på at en del bruger Fund Manager Survey som contrarian indicator. De køber når den er mest bearish
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Beretning fra en US læge omkring covid-19 og kræftpatienter:
https://twitter.com/waitbutwhy/status/1239896159163990017?s=20 -
Tak for deling, Vester. Det lyder slemt.
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Dronningen taler til nationen kl. 20 i aften
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