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    Updated On 15-10-2018
 
Fund manager confidence in Europe equities rises Mar 2017
Confidence among European and global fund managers is increasing, with many seeing European equities as undervalued as the macro landscape improves.

Emerging market equities were also seen as undervalued while US equities were considered overvalued.

Allocations to bonds were at an historical low and equity allocations, including Eurozone stocks, increased. However, slightly lower cash allocations remained relatively high.

The Bank of America/Merrill Lynch (BoAML) fund manager survey, which the bank produces each month, showed that:

- 81% of fund managers globally viewed US equities as “by far the most overvalued”
- 23% believed European equities were undervalued
- 44% said global emerging market equities were undervalued
- UK equities, with a 30% underweight, are now the most underweighted region globally for one year
Allocation to Eurozone equities increased to a net 27% overweight, up from 23% since the last survey.

Nearly 70% of European fund managers expected positive economic growth on a 12-month horizon, though BoAML warned that there could be complacency over the French elections.

The bank said fund managers’ views on the election were “more sanguine” than the bank’s view. Should Marine Le Pen win, “just” 27% of fund managers predicted a greater than 10% fall in the Eurostoxx.

Though confidence is said to be rising, the slightly lower level of cash allocations among European fund managers was still in line with the ten-year average, and above it for fund managers globally.
There were 165 participants in the global survey.
 
 
Feb 2018
Britain’s FTSE share index will not climb beyond its record high in the next two years, according to a Reuters poll, as concerns over the terms of the country’s divorce from the European Union and rising volatility keep investors on edge.
Feb 2018
Europe’s surprise boom will keep going. In last year’s poll of eurozone economists, most correctly forecast weak inflation and yet more money-printing by the European Central Bank (ECB).
Feb 2018
Vietnam: a land of opportunity for investors, A sea of change: economic growth has given the popular holiday destination a thriving capitalist culture.
Feb 2018
BP’s profits more than doubled in 2017 to $6.2 billion powered by higher prices and output of oil and gas, allowing the company to resume share buybacks as it recovers from a three-year downturn.
 
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