---
title: "Fund managers boost equity exposure despite rate hike fears"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286971363.md"
description: "A Bank of America survey reveals a record surge in net equity overweights to 50% in May, driven by strong Q1 earnings and AI investments. Despite concerns over oil prices and geopolitical tensions, market confidence remains high. Investors are weighing expectations for potential Fed rate cuts against indications of possible rate hikes in 2026."
datetime: "2026-05-19T22:03:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286971363.md)
  - [en](https://longbridge.com/en/news/286971363.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286971363.md)
---

# Fund managers boost equity exposure despite rate hike fears

Record equity shift: A Bank of America survey found net equity overweights surged to 50% in May, the largest monthly rise on record. Earnings optimism: Strong Q1 earnings growth and AI investment have boosted market confidence despite oil above $100 and geopolitical tensions. Policy outlook split: Investors balance hopes for Fed rate cuts against market signals suggesting possible hikes later in 2026.

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