

Bank of America revela un fuerte optimismo hacia Argentina en su última encuesta a gestores de fondos de la región, quienes reducen posiciones en efectivo y rotan hacia activos de mayor riesgo https://t.co/MfWFzlzfUP
Global stocks have become the most popular asset class with investors, showing the biggest willingness to take risk in 15 years, according to a survey by BOFA https://t.co/lwQXQDEzMH "Long Magnificent 7 remains the most crowded trade, followed by long US dollar and long crypto"
El 40% de los gestores de fondos apuestan por el Euro Stoxx y el Nasdaq para 2025 https://t.co/LkASLNmFI2

A recent Bank of America (BofA) survey indicates a growing bullish sentiment among investors regarding Argentina's economic outlook, with 69% of respondents anticipating further improvements in asset prices. The survey highlights key factors contributing to this optimism, including upcoming elections, disinflation, and regulatory de-risking. Additionally, fund managers are increasingly favoring European equities, with 40% expressing a preference for the Euro Stoxx and Nasdaq for 2025. The survey also reveals a broader trend of risk appetite among investors, marking the highest willingness to invest in global stocks in 15 years. This shift reflects a move away from cash holdings towards higher-risk assets, with the 'Magnificent 7' stocks remaining a popular trade.