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2021-05-18
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Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds<blockquote>美国银行调查发现，科技需求处于三年低点，基金经理对“繁荣预期”持立场</blockquote>
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Expectations for profits did slip by 6 percentage points, though at 78%, the percent who say global profits will improve over the next 12 months also is near record highs. Expectations for the first interest-rate hike from the Federal Reserve moved to November 2022 from January 2023.</p><p><blockquote>考虑到他们的经济预期，这是有道理的，69%的人预计经济增长和通胀都将高于趋势，创下该调查的历史新高。对利润的预期确实下降了6个百分点，但认为未来12个月全球利润将改善的比例为78%，也接近历史新高。美联储首次加息的预期从2023年1月移至2022年11月。</blockquote></p><p> Investors report they are long U.K. stocks, where many of the world's leading miners including Glencore , BHP Group and Rio Tinto trade, for the first time since July 2012.</p><p><blockquote>投资者报告称，他们自2012年7月以来首次做多英国股票，包括嘉能可(Glencore)、必和必拓集团(BHP Group)和力拓(Rio Tinto)在内的许多全球领先矿业公司都在英国进行交易。</blockquote></p><p> Compared with April, though, investors also built up positions into consumer staples. Strategists at Bank of America say these investors are positioned for inflation with a hint of defensives. The percent overweight technology stocks were at 3-year lows.</p><p><blockquote>不过，与4月份相比，投资者也增持了消费必需品的头寸。美国银行策略师表示，这些投资者对通胀的定位带有一丝防御性。跑赢大盘科技股的百分比处于三年低点。</blockquote></p><p> Inflation was identified as the top tail risk, and 43% said long bitcoin was the most crowded trade.</p><p><blockquote>通胀被认为是最大的尾部风险，43%的人表示做多比特币是最拥挤的交易。</blockquote></p><p> The survey of 216 panelists with $625 billion in assets under management was conducted between May 7 and May 13.</p><p><blockquote>这项调查于5月7日至5月13日期间对管理资产达6250亿美元的216名小组成员进行。</blockquote></p><p> The S&P 500 has gained 11% this year, while the tech-heavy Nasdaq Composite has advanced by 4%. The small-cap Russell 2000 has gained 13%.</p><p><blockquote>标普500今年上涨了11%，而以科技股为主的纳斯达克综合指数则上涨了4%。小盘股罗素2000指数上涨了13%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds<blockquote>美国银行调查发现，科技需求处于三年低点，基金经理对“繁荣预期”持立场</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds<blockquote>美国银行调查发现，科技需求处于三年低点，基金经理对“繁荣预期”持立场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-18 20:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b68821d4ccdd01c8074a4b40d7f37a9\" tg-width=\"1260\" tg-height=\"839\"><span>Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin State on October 4, 2015.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年10月4日，缅甸克钦邦帕敢的一座玉矿，工人们正在使用重型运土设备。</span></p></blockquote></p><p> Fund managers are increasingly making a \"late cyclical\" push, according to a closely watched monthly survey released on Tuesday.</p><p><blockquote>周二发布的一项备受关注的月度调查显示，基金经理越来越多地进行“后期周期性”推动。</blockquote></p><p> The Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called \"boom expectations\" -- with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.</p><p><blockquote>美国银行5月份全球基金经理调查发现，投资者越来越倾向于所谓的“繁荣预期”——大宗商品、银行、材料、工业以及英国和新兴市场资产的敞口相对于过去十年处于高位。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0dcad1ad710bfbc3f5ac06811c1c42ff\" tg-width=\"1260\" tg-height=\"1032\"></p><p><blockquote></blockquote></p><p> That makes sense given their economic expectations, with 69% expecting both above-trend growth and inflation, a record high for the survey. Expectations for profits did slip by 6 percentage points, though at 78%, the percent who say global profits will improve over the next 12 months also is near record highs. Expectations for the first interest-rate hike from the Federal Reserve moved to November 2022 from January 2023.</p><p><blockquote>考虑到他们的经济预期，这是有道理的，69%的人预计经济增长和通胀都将高于趋势，创下该调查的历史新高。对利润的预期确实下降了6个百分点，但认为未来12个月全球利润将改善的比例为78%，也接近历史新高。美联储首次加息的预期从2023年1月移至2022年11月。</blockquote></p><p> Investors report they are long U.K. stocks, where many of the world's leading miners including Glencore , BHP Group and Rio Tinto trade, for the first time since July 2012.</p><p><blockquote>投资者报告称，他们自2012年7月以来首次做多英国股票，包括嘉能可(Glencore)、必和必拓集团(BHP Group)和力拓(Rio Tinto)在内的许多全球领先矿业公司都在英国进行交易。</blockquote></p><p> Compared with April, though, investors also built up positions into consumer staples. Strategists at Bank of America say these investors are positioned for inflation with a hint of defensives. The percent overweight technology stocks were at 3-year lows.</p><p><blockquote>不过，与4月份相比，投资者也增持了消费必需品的头寸。美国银行策略师表示，这些投资者对通胀的定位带有一丝防御性。跑赢大盘科技股的百分比处于三年低点。</blockquote></p><p> Inflation was identified as the top tail risk, and 43% said long bitcoin was the most crowded trade.</p><p><blockquote>通胀被认为是最大的尾部风险，43%的人表示做多比特币是最拥挤的交易。</blockquote></p><p> The survey of 216 panelists with $625 billion in assets under management was conducted between May 7 and May 13.</p><p><blockquote>这项调查于5月7日至5月13日期间对管理资产达6250亿美元的216名小组成员进行。</blockquote></p><p> The S&P 500 has gained 11% this year, while the tech-heavy Nasdaq Composite has advanced by 4%. The small-cap Russell 2000 has gained 13%.</p><p><blockquote>标普500今年上涨了11%，而以科技股为主的纳斯达克综合指数则上涨了4%。小盘股罗素2000指数上涨了13%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/fund-managers-position-for-boom-expectations-with-tech-demand-at-three-year-lows-bank-of-america-survey-finds-11621335033?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/fund-managers-position-for-boom-expectations-with-tech-demand-at-three-year-lows-bank-of-america-survey-finds-11621335033?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136962447","content_text":"Heavy earth-moving equipment being used by workers at a jade mine in Hpakant, in Myanmar's Kachin State on October 4, 2015.\nFund managers are increasingly making a \"late cyclical\" push, according to a closely watched monthly survey released on Tuesday.\nThe Bank of America global fund manager survey for May found that investors were increasingly positioned to what it called \"boom expectations\" -- with exposure to commodities, banks, materials, industrials, and U.K. and emerging market assets at highs relative to the last decade.\n\nThat makes sense given their economic expectations, with 69% expecting both above-trend growth and inflation, a record high for the survey. Expectations for profits did slip by 6 percentage points, though at 78%, the percent who say global profits will improve over the next 12 months also is near record highs. Expectations for the first interest-rate hike from the Federal Reserve moved to November 2022 from January 2023.\nInvestors report they are long U.K. stocks, where many of the world's leading miners including Glencore , BHP Group and Rio Tinto trade, for the first time since July 2012.\nCompared with April, though, investors also built up positions into consumer staples. Strategists at Bank of America say these investors are positioned for inflation with a hint of defensives. The percent overweight technology stocks were at 3-year lows.\nInflation was identified as the top tail risk, and 43% said long bitcoin was the most crowded trade.\nThe survey of 216 panelists with $625 billion in assets under management was conducted between May 7 and May 13.\nThe S&P 500 has gained 11% this year, while the tech-heavy Nasdaq Composite has advanced by 4%. The small-cap Russell 2000 has gained 13%.","news_type":1,"symbols_score_info":{"BAC":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194337714"}
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