Investors flock to Europe as US exceptionalism fades: BofA survey
The latest Bank of America Fund Manager Survey shows a record rotation from US to European equities, driven by Germany’s fiscal stimulus and rising defence spending. A net 60% of investors expect stronger European growth, marking a sharp sentiment shift.
https://anessoft.com/blog/ar/macron-evoque-une-possible-reprise-du-dialogue-avec-vladimir-poutine
The latest Bank of America Fund Manager Survey shows a record rotation from US to European equities, driven by Germany’s fiscal stimulus and rising defence spending. A net 60% of investors expect stronger European growth, marking a sharp sentiment shift.
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