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A net 55 percent of asset allocators say that they are overweight global equities, the highest reading since July 2007. It represents a significant increase from December when a net 40 percent was overweight the asset class.
Behind this rise is growing confidence in the global economy and corporate profits. A net 55 percent of investors expect the world’s economy to strengthen in 2011 with 39 percent predicting “above trend” growth in the coming 12 months, the highest reading since the question was introduced in February 2008. A net 57 percent believes that corporate profits will rise 10 percent or more this year, up from 45 percent in December.
- BofA Merrill Lynch Fund Manager Survey Finds Surge In Support For Equities, January 18
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