Tag Archives: asset allocation

Shorting banks is the best contrarian trade for July

If you are a contrarian, your best bet for July would be to go short banks, as a fund managers survey by Bank of America Merrill Lynch revealed there was a record long in global banks in the month.

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Contrarians should buy US stocks: investor survey

Contrarian investors should buy US stocks and stay away from Europe, a survey of fund managers by Bank of America Merrill Lynch shows.

US equity allocation fell to its lowest level since January 2008, despite the fact that the S&P 500 hit another record high, according to the survey carried out between May 8 and May 14.

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The best contrarian trades of the month

The fall in oil prices has pushed the energy sector to a record underweight, a recent survey among fund managers by Bank of America Merrill Lynch showed.

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Equities most expensive since May 2000

Investors believe that equities are the most expensive since May 2000, and yet are still crowding into them, a survey by BofA Merrill Lynch Global Research showed.

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Eurozone equities are still the ticket: strategists

Eurozone equities have enjoyed a prolonged rally but the party isn’t over yet – at least in the opinion of strategists at Austria’s Raiffeisen bank.

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