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BofA Fund Manager Surveys

Analysis of the Bank of America Global Fund Manager Survey: What institutional investors expect for stocks, bonds, interest rates and the economy—and how they position their portfolios

All topicsBofA Fund Manager SurveysMacroeconomicsMarketsOptions & VolatilityRates & Fixed IncomeSectors
14 October 2026

Stock Market Outlook October 2026: Is the Tech Trade Too Crowded?

19 BofA charts reveal fund managers’ positioning in tech stocks, bonds and cash—and why interest rates and sector rotation are coming into focus.

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20 September 2026

Investors Remain Bullish — But One Risk Is Getting Bigger

The BofA Fund Manager Survey shows strong growth and earnings expectations — but rising bond yields have become the market’s biggest tail risk.

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