美银：Global Fund Manager Survey-On AI, Gold & Crypto
2025-08-11 14:06
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Global Fund Manager Survey On AI, Gold & Crypto BofA August Global Fund Manager Survey Bottom Line: not a clear and obvious inflection point in our survey but most bullish FMS since Feb'25, with probability of hard landing lowest since Jan'25, cash as % AUM at historically low 3.9%, equity allocations on rise but not at extreme levels. On Macro & Policy: 68% predict soft landing, 22% no landing, just 5% positioned for a hard landing; expectations for global growth remain tepid n ...