Risk-on returns for first time in ten weeks
Risk-on sentiment has returned for the first time in ten weeks according to fund flow data from Bank of America Merrill Lynch.
Bank Of America Merrill Lynch
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BAML still expects September rate hike
Bank of America Merrill Lynch has said it is retaining a ‘baseline forecast’ for the Federal Reserve to raise rates in September despite the recent stock market turmoil.
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The end of excess returns is upon us
Growth in earnings per share has turned negative everywhere but Japan, Bank of America Merrill Lynch pointed out on Thursday.
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EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
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Risk-off trades thrive as investors walking scared
The latest fund flow report from Bank of America Merrill Lynch shows a clear move to the hills as investors rotated out of risky assets like high yield and emerging market debt into high quality government bonds and money market funds.
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Bonds outflows fastest since taper tantrum
Outflows from bonds funds have continued at a remarkable pace with high-grade funds suffering outflows of $3.01bn over the past week, the largest since the ‘taper tantrum’.
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Nervous fund managers loading up on cash- BAML survey
Increasingly nervous fund managers are swiftly pulling money out of equities funds in favour of cash, according to June’s Bank of America Merrill Lynch fund manager survey.
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BAML says bond market ‘starting to crack’
Bank of America Merrill Lynch has warned that bond markets are ‘starting to crack’ following the largest weekly outflows from the asset class in 18 months.
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BAML says markets being ‘oversold’ on Greece worries
Bank of America Merrill Lynch’s research team believes markets are getting oversold on renewed concerns of a ‘Greek accident’ and bond market volatility.
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China in a bull shop, BAML says
Bank of America Merrill Lynch has said China is in a bull shop, in a play on words which has substance behind the style.
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Inflows fall away as investors get nervous
Net flows into equities and bonds have been tiny so far this month according to data from Bank of America Merrill Lynch.
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BAML downgrades Eurozone forecast
Bank of America Merrill Lynch has downgraded its forecast for Eurozone economic growth from 0.2% to 0.1% despite Mario Draghis best efforts.