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Investor positioning
Fund managers are overweight cash and underweight equities,as they position defensively.
Source: Syz Group; BofA
Interesting 🧐. Do they know something we don’t?
@ifb_podcast I think it's a good representation of groupthink. Also, you should not forget that they are always conscious about career risk.
@ifb_podcast I think it's a good representation of groupthink. Also, you should not forget that they are always conscious about career risk.
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