LINK http://www.thehawktrader.com/ita/images/20171114bofaml_fund_survey.pdf

 

in rete ho trovato qualche slide dell ultimo survey dei funds manager condotto da BofA Merryll lynch, uscito oggi.

di solito viene usato come contrarian sugli eccssi.

e queste slide colgono alcuni eccessi interessanti.

 

"Icarus is flying ever closer to the sun,” BofAML says, as investors’ risk-taking has hit an all-time high: "A record high percentage of investors say equities are overvalued yet cash levels are simultaneously falling, an indicator of irrational exuberance.”

 

qui un commento completo al survey
LINK https://fat-pitch.blogspot.it/2017/11/fund-managers-current-asset-allocation.html