BofAML's Fund Manager Survey Sees Investors Bullish on Rates

The transcript discusses a fund manager survey highlighting investor sentiment amid US-China trade tensions. It reveals a shift from equities to bonds due to recession fears and trade war impacts. The potential for a market shift if trade negotiations improve is also explored, emphasizing risks and opportunities in current market conditions.

What potential impact could positive developments in trade negotiations have on bond investors?

What risks do investors face by rotating into defensive assets?