2010/12/19

Global fund managers see more quietly heating up the concept of inflation in 2011

According to the latest survey results, most institutional investors are still optimistic on economic growth and, therefore, prefer more risky assets. On the other hand, continued monetary stimulus, but also makes investors began to pay more attention to the concept of asset inflation, such as resource stocks, while bond holdings of assets.

From the specific indicators, in December, Bank of America - Merrill Lynch global fund managers compiled by risk index rebounded sharply to 45, close to a record earlier this year, four-year high, while also significantly higher than 40 long-term average that investor risk appetite has markedly increased.

The survey interviewed a total of 209 global fund managers, which manage total assets of approximately $ 569,000,000,000. Recent survey for the Dec. 3 to 9. There are also 174 fund managers participated in the regional survey.

Accounting for 44% of the net of the respondents expect the world economy strengthened in 2011, higher than 35% of the survey last month. Accounting for 51% of net fund managers believe that corporate earnings will continue to improve next year, and last month, compared to just 36%.

Enhance investor confidence, is also reflected in greater support for business investment. Accounting for 62% of net fund managers surveyed claimed that inadequate investment in listed companies the situation prevailing, the proportion was in August 2005 a new high since.


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