2025-05-21Ravi Mehta
Institutional investors have slashed their US equity allocations to the lowest levels since 2023, with a historic drop in sentiment over the past five months. This article explores the sharp underweight positioning, comparisons to past downturns, and the growing shift toward Eurozone equities.
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2025-04-17Niranjan Ghatule
Global investors are cutting U.S. equity exposure at a record pace, according to Bank of America’s April 2025 Fund Manager Survey. Allocation to U.S. stocks has dropped 53 points in two months — the largest decline on record — as 82% of investors expect the global economy to weaken. Explore the full market sentiment shift and chart insights.
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