The Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called “boom expectations” — with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.
The Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called “boom expectations” — with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.