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Investors, the President Donald Trump’s Warcoming War, causing a fear of fear on the US economy, and “the largest”, which has been “the largest”, which is “the largest” of the United States “.
The US shareholder has 40 percentage points to 40 percent, in February, in February, the net overweight is 23 percent less than in February, the Bank of America has been closely investigated.
Stagflation is shown as a “bull accident” drivers in the end of the global trade war and the end of the exception of us. Monthly reduction in the investor, in March 2020, the survey was the largest in the Covid-19 drop.
“At the beginning of the year, investors were all angry oxen, but … Big Investment Strategy in Boofa said,” Said Elyas Galou “said.
“What has changed everyone drowned in the United States, and it faded significantly,” he said.
Europe has benefited. Distribution of eurozone shares, 27 percent point in the same month, up to the highest level from July 2021 to the highest level. This was the most acute change from the United States and Europe when Bofan’s records began.
“It is not surprising to see the fund managers away from the US market,” he said. “This is not the policy that comes out of the precious and white house for perfection.”
About 70 percent of investors are the “US Exclusive”, which pushes the S & P and NASDAQ Indexes a few weeks after Trump in November.
Investors participating in the survey were especially negative about technology shares, 12 percent passes to less overweight position: the lowest division of two years.
Fund managers about Utilities and bank shares were rejected more when adding the rates of England capital.
Investor’s level of cash increased slightly 4.1 percent, government bonds, government bonds did not benefit from capital; The bond separates fell slightly and the majority of investors remain overweight.
“It’s not a classic risk where you sell everything,” said Michael Metcalfe, head of the macro strategy in the state market, as “more baldness than risk.”
“This is not like investors preparing for a very monthly bear market. He has been reconstructed at a high level in the beginning of the year,” he said.
He noted that “those who are not opened are very uneven.” Positioning information in the capital market of State Street is now a larger holding in European banks than US technology. Metcalfe described it as “a significant change in the risk of concentration since the beginning of the year.”
BOFA research has been implemented in the week until March 13, 171 participants cover 171 participants in a $ 477 billion in management.
