Fund Manager Sentiment Survey

Fascinating series of data points about how various fund managers feel about the world. the first is via The Economist:
Global Business Barometer

Source: The Economist


The second, from BofA Merrill Lynch via Barron’s, is based on a survey of 173 fund managers.

Sentiment’s up sharply from July lows, and so is optimism toward the euro zone:

• 15% think the world economy will get stronger in the next 12 months, down from 13% in July
• 21% think corporate profits will deteriorate in the coming year, down from 38% in July
• 38% expect quantitative easing by the European Central Bank, versus 29% last month
• 13% are underweight euro-zone equities, down from 26%

Source: Barron’s


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