BOFA FMS notes a significant shift as investors, for the first time since April 2022, refrain from predicting a recession.
Cash levels within BOFA FMS have undergone a reduction from 4.8% to 4.2%, aligning with global growth expectations hitting a noteworthy two-year peak.
The BOFA February Fund Manager Survey reveals a striking development where investors exhibit the most bullish sentiment observed in a span of two years.
Within the BOFA FMS, global equity allocation has surged to a two-year pinnacle, accompanied by the tech sector allocation reaching its highest point since August 2020.
A specific trend is identified in the BOFA FMS, with the ‘Long Magnificent 7’ emerging as the most crowded trade since October 2022, closely followed by ‘Short China Stocks’ ranking as the second most crowded trade.
I’m Abhishek Sharma, an Advocate based in Delhi, entrepreneur, investor, and founder of BigBreakingWire.I am an enrolled Advocate with a strong interest in entrepreneurship, media, and technology. I founded BigBreakingWire, a digital news platform covering breaking news, business, financial markets, companies, and important developments in India and around the world.I also have a software company and take an active interest in technology, software, AI, digital products, and new business ideas.As an investor, I’m interested in discovering and investing in promising businesses and startups. I look for good ideas, strong founders, practical business models, and opportunities with long-term potential.I enjoy building businesses, learning about new industries, and connecting with people who are working on interesting ideas and opportunities.Advocate | Entrepreneur | Investor | Founder & Editor-in-Chief, BigBreakingWire
Last reviewed by Abhishek Sharma on August 31, 2026
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