MATASII CYCLE POSITIONING LEADS BoAMS FUNDS MANAGER SURVEY
In December 2018 MATASII added three new sectors to the MATASII SII Watch List. This was based on our Cycle Positioning Methodology. Two of the three have seen the selected securities move through LONG Triggers and have achieved early gains of +5%. We see below that Fund Managers have now begun to move towards these "late cycle" sectors.
According to the latest monthly Fund Manager Survey conducted by Bank of America which polled 239 investing professionals with an AUM of $664 billion in the April 5-11 period, investors are now positioned for "secular stagnation" - even as they dipped their toe into risky assets -
"They are long assets that outperform when growth and rates fall, like cash, EM and utilities, while short assets that require higher growth and rates, such as equities, the Eurozone and banks" --- Michael Hartnett, chief investment strategist and organizer of the monthly Fund Manager Survey.
[SITE INDEX -- SII - UTILITIES - CONSUMER STAPLES - HEALTHCARE]
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SII - UTILITIES - CONSUMER STAPLES - HEALTHCARE
MATASII RESEARCH ANALYSIS & SYNTHESIS WAS SOURCED FROM:
ABSTRACTED SOURCE: 04-17-19 - - "Two-Thirds Of Wall Street Investors Positioned For "Secular Stagnation", See Late 2020 Recession"
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