BofAML's Fund Manager Survey Sees Investors Reducing Cash, Adding Risk

The video discusses key trends in global markets for July, highlighting investor sentiment shifts towards reducing cash and adding risk. It explores contrarian investment strategies, particularly in stocks and treasuries, and analyzes bond market trends and inflation expectations. The video also identifies regional investment opportunities in the US, Eurozone, and emerging markets, while addressing risks in the financial sector and corporate leveraging.

What key trend did investors show regarding cash and risk in July?

How did the sentiment of investors change from June to July according to Jared Woodard?

What are the expectations for inflation and GDP growth as mentioned in the discussion?

What does Jared Woodard suggest about the bond market and its current positioning?

What are the implications of the fund manager survey regarding inflation expectations?

What sectors does Jared Woodard suggest investors should consider for capital allocation?

What concerns do investors have regarding corporate leveraging and the business cycle?