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Bank of America Merrill Lynch’s Fund Managers Survey
FYI: America First is captivating investors like never before, at the expense of other world markets.
Money managers with $724 billion have the most favorable outlook on U.S. profits on record, according to Bank of America Merrill Lynch’s latest investor survey. And their positioning matches that optimism: allocation to American stocks is 21 percent overweight, the highest since January 2015. That compares to an 11 percent overweight for eurozone equities, which is an 18-month low. Regards, Ted https://www.bloomberg.com/news/articles/2018-09-18/america-first-has-investors-most-bullish-on-u-s-profits-ever
