Bank of America’s latest Global Fund Manager Survey, released on August 19, shows a sharp rebound in risk appetite among global investors. Equity allocations have climbed to a five-year high as U.S. stocks move back toward record levels, while cash holdings have fallen to 3.5%. The survey also found that a record 56% of respondents expect the global economy to avoid a pronounced landing-style slowdown. AI capital spending, despite rising budgets at large tech companies, is not currently a top concern for most managers. The survey suggests portfolios are now leaning toward economic resilience, continued earnings growth, and ongoing liquidity support for risk assets.
Bank of America’s latest Global Fund Manager Survey, released on August 19, shows global investors are becoming more risk-on. As U.S. stocks move back toward record highs, fund managers have raised equity allocations to a five-year high, while cash holdings have dropped to 3.5%.
The survey suggests markets have recovered from earlier worries about slowing growth and an AI bubble.
Bank of America strategist Michael Hartnett said a record 56% of respondents expect the global economy to avoid a pronounced landing-style slowdown. In other words, the dominant market positioning is still betting on resilient growth, continued earnings expansion, and liquidity support for risk assets.
AI capital spending has not yet become a central concern for investors. Even as major technology companies keep lifting budgets for data centers, GPUs, servers, and power infrastructure, and debate over overheated AI spending has intensified, the survey found that managers are not especially worried about growth, rate hikes, AI capex, or U.S. political risk.
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