What was the surprising action taken by investors regarding their cash levels this month?
BofAML's Fund Manager Survey Sees Cash Deployment Despite Bearish Tone

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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How did the allocation to global tech change according to the survey?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the general sentiment of investors regarding the macro environment and earnings?
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4.
OPEN ENDED QUESTION
3 mins • 1 pt
What are the two main factors that could lead to a convergence in equities between the US and the rest of the world?
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5.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the conviction trade on the bullish side according to the discussion?
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