Investor positioning
Fund managers are overweight cash and underweight equities,as they position defensively.


Image upload
Source: Syz Group; BofA
Dave Ahern's avatar
Interesting 🧐. Do they know something we don’t?
Todor Kostov's avatar
@ifb_podcast I think it's a good representation of groupthink. Also, you should not forget that they are always conscious about career risk.
Todor Kostov's avatar
@ifb_podcast I think it's a good representation of groupthink. Also, you should not forget that they are always conscious about career risk.

Author

Related