Fund managers still worry a second wave of inflation is the biggest market risk – BofA’s Global FMS
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A recent BofA Global Fund Manager Survey indicates that 26% of fund managers view a second wave of inflation as the biggest market risk, slightly down from August. Other concerns include the Federal Reserve's independence (24%) and rising bond yields (22%). The survey also highlights that the "Long Magnificent 7" remains the most crowded trade (42%), followed by "long gold" (25%). Additionally, 73% of respondents believe AI is deflationary, while only 7% see it as inflationary.
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