The Zhitong Finance App learned that if professional investors really worry that rising global bond yields will derail the stock market bull market, then judging from the actual allocation of funds they manage, there is almost no such concern. According to the Bank of America's latest survey, stocks currently account for 56% of global fund managers' portfolios, the highest level since November 2021. Although the same survey showed that “disorderly rise in bond yields” is considered the second biggest risk threatening the stock market after concerns about the AI bubble, investors remain bullish on stocks.
Zhitongcaijing · 2d ago
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The Zhitong Finance App learned that if professional investors really worry that rising global bond yields will derail the stock market bull market, then judging from the actual allocation of funds they manage, there is almost no such concern. According to the Bank of America's latest survey, stocks currently account for 56% of global fund managers' portfolios, the highest level since November 2021. Although the same survey showed that “disorderly rise in bond yields” is considered the second biggest risk threatening the stock market after concerns about the AI bubble, investors remain bullish on stocks.
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