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Sam Ro: 40 percent of fund managers see second wave inflation as top tail risk
Sam Ro reports that according to the latest BofA Global Fund Manager Survey, 40% of fund managers now consider a second wave of inflation the biggest tail risk. This marks a sharp increase from 26% the previous month.
Meanwhile, the percentage of respondents concerned about geopolitical conflict dropped to 20%, down from 44% in April, when it was considered the number one tail risk.
Sam Ro previously reported on S&P 500 companies announcing $665 billion in share buybacks through April, the highest start to a year on record. He has also featured a shareholder's question about the long-term value of owning Berkshire Hathaway shares. Both developments reflect ongoing investor attention to capital allocation and long-term strategies.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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