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BofA European FMS Still Bullish Equities

CROSS ASSET
  • 51% of survey respondents expecting the bull market in equities to continue until next year (up from 36% last month)
  • The proportion believing that equities will peak in H2 this year has declined from 47% to 38%
  • 41% of respondents see reducing equity exposure too early as the biggest risk, while only 10% worry about not having enough defensive hedges
  • A net 41% of global investors say they are overweight European equities, the highest since February 2018
  • 75% of investors expecting global growth to improve over the coming twelve months, down from 91% in March
  • Tech remains the largest consensus overweight among European investors, while travel & leisure is now the largest consensus underweight.
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