Buy side Archive

Stock market bullishness has climbed to its highest point of the year with investors slashing cash holdings and rotating into small caps and emerging markets, according to the latest global fund manager survey from Bank of America (BofA). Confidence is so high that it is close to ‘full bull,’ say BofA analysts, a level that could indicate it's time to sell the vaccine rally. The research, which polled 190 investors managing around $526 bn, took place bet...

– The belief that Joe Biden is going to win the upcoming US election drove a shift in US stock purchases, The Guardian reported. Despite failing to predict US President Donald Trump’s win in 2016, the newspaper wrote that there has been a shift from US government bonds and tech stocks to buying shares in smaller companies and renewables –...

This year’s US election threatens to be one of the most contentious and bitter in recent memory. In ordinary election years, investors tend to take a more conservative approach to the markets, based on the uncertainty of who will prevail. This year, the election is coupled with the US government’s response to the Covid-19 outbreak, and the effect that has had on US public debt. In this article, we look at five potential scenarios that could play out between now ...

  Sponsored content Open the business section of any newspaper, tune into CNBC or Cheddar, or visit your favorite financial market website and you’ll feel like just about everyone is currently opining about ‘the rise of the retail investor’. Even The Economist this month warns: ‘Be...