Investors continue to be optimistic about shares.
According to the latest survey of Bank of America’s fund managers published on Tuesday, cash levels fell at lows aged 15 while traders double the actions.
“Long magnifiment 7” remains the most congested trade, according to 56% of respondents, followed by the American dollar and crypto.
But Big Tech was not entirely the brilliant star which launches 2025.
So far this year, Meta (Meta) is the only one of the seven technological actions of the magnificent seven to surpass the S&P 500 benchmark (^ GSPC) after having increased for 20 consecutive days. He is currently on the right track to break this sequence, however, with actions down almost 3% at the start of trade on Tuesday.
And as Josh Schafer from Yahoo Finance pointed out, the number of companies exceeding the gain of approximately 4% of the index has skyrocketed to start the year.
By looking at the cross -performance performance in 2025, investors of the BOFA survey now consider global stocks as the most efficient asset (34% against 21% in January), exceeding American shares (18% against 27%). The gold is located in the middle at 22%, the safe asset, currently negotiating near the record summits.
However, certain risks remain. Some 42% of respondents in the survey classified a world trade war such as risk n ° 1 of assets this year. In addition, almost 40% said that a recession trade war is the greatest “tail risk”, before inflation which leads to power rate increases and the potential of a bubble of AI .
