Merrill Lynch Fund Manager Survey

“Highest cash balances since July 2012 – allocations to GEM have reached record low – record net 40 percent says that eurozone is region they most would like to overweight – allocations to banks have reached record high. 46 percent say that a China hard landing and commodity collapse represents the biggest tail risk to the global economy. That figure compares with 37 percent in January and 26 percent in December. A net 45 percent of asset allocators say they are overweight equities, down from a net 55 percent in January.”

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