Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
Bank Of America
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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Bank of America: Investors ‘nervous bulls’ as four in five anticipate soft landing
BoA marks commodities as top contrarian move
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Is this the end for bitcoin?
Since the new year, the cryptocurrency bitcoin has faced extreme volatility, and last week, it suffered further setback. But is this just a temporary blip or could this be the end for bitcoin?
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Bond valuation concerns hit record high
Bonds have hit their highest overvaluation levels for more than 14 years, according to a survey by Bank of America Merrill Lynch.
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Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
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2014 the year of the BOOM
We believe the opiate of investors for the moment remains central bank liquidity. The degree of stimulus since 2007 has been unprecedented: $13trn of FX reserve accumulation and financial asset purchases by central banks and 560 central bank rate cuts.
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buoyant investors continue move to stocks
Global fund managers’ risk appetite has reached a nine-year high as the ‘great rotation’ from bonds towards equities continues to gather pace, Bank of America Merrill Lynch (BofA ML) research shows.
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gold to reach 2000 in 2013 says bofa ml
Bank of America Merrill Lynch (BofA ML) expects gold to reach $2,000/oz during 2013 on the back of continued monetary easing.
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great rotation from bonds to equities has begun
The ‘great rotation’ out of bonds and into equities has started to get underway, the latest Bank of America Merrill Lynch (BofAML) Fund Manager Survey suggests.
