Equity allocations jump while 40 percent see new inflation risk, Lisa Abramowicz notes

Equity allocations jump while 40 percent see new inflation risk, Lisa Abramowicz notes
Managers boost equities as inflation risk rises

Lisa Abramowicz, journalist and co-host on Bloomberg TV/Radio, reports that Bank of America’s May fund manager survey showed a record monthly surge in equity allocations.

She highlights that 40% of respondents now view a potential second wave of inflation as the leading tail risk, suggesting a link between increased stock exposure and inflation concerns.

Abramowicz previously reported that UK 30-year bond yields reached their highest levels since 1998 alongside a weakening pound. She also cited research indicating that all top sectors could post year-over-year earnings growth for the first time in four years. These findings add context to shifts tracked in recent fund manager surveys.

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