Fund Managers Worry Stagflation, Boost Defensives
Durham News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Bank of Americas latest survey reveals a shift in fund managers sentiment, with cash holdings surging and growth outlook souring. Stagflation worries rise, but recession fears remain low. Managers are rotating into defensives like emerging market stocks, healthcare, gold, and semiconductors, while maintaining overweight positions in equities and commodities.
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