The ownership of Big Us Tecks Big US Tech again is the most popular trade, according to Bofa’s monthly fund manager, as optimistic and morale’s optimistic profits towards the global economy return investors to stocks.
45 % of 169 participants in the August poll, who have $ 413 billion of management assets, said they believe that the busiest trade was “wonderful 7”, a group of large American technology shares, including NVIDIA (NVIDIA (NVIDIA (NVIDIA (NVIDIA (Nvda) And microsoft (Msft).
Strong profits have helped the shares of large technology over the apostasy since the tariff sales caused by the tariff in April. The investigative study released on Monday showed.
The broad investors’ morale improved in August, with only 5 % of asset managers for difficult decline, and is characterized by a sharp slowdown in economic growth.
The net 14 % of those surveyed were of overweight global stocks, which is the highest since February, although it was sharply low in weight by 49 % in December.
(Participated in Alon John reports; Al -Tahrir by Amanda Cooper)
https://media.zenfs.com/en/reuters-finance.com/6a5fc8c588995db90019a397fda9062d
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