Is it Time for Sovereign Funds to Jump in?

Bank of America Merrill Lynch released their monthly fund manager survey which received results from 211 money managers overseeing US$ 610 billion in assets under management. The survey indicated asset managers are boosting their cash holdings, while reducing equity allocations. This is based from concerns about the global economy. At the same time, wealth funds and Canadian pensions have been known to possess contrarian investor characteristics. Will sovereign funds jump in and back “undervalued” companies?

Image: World Economic Forum, Davos, January 20, 2015, Mary Erdoes

Image: World Economic Forum, Davos, January 20, 2015, Mary Erdoes

Erdoes Sees Cash on the Sidelines

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