Finance
Investors 'make Europe great again' with big stock allocation, BofA says
Published by Global Banking and Finance Review
Posted on January 21, 2025
1 min readLast updated: January 27, 2026
Global Banking and Finance Review
Company
Published by Global Banking and Finance Review
Posted on January 21, 2025
1 min readLast updated: January 27, 2026
European stocks saw a significant allocation increase in January, with investors bullish on the U.S. dollar and stocks, according to a BofA survey.
MILAN (Reuters) - European stocks saw their second largest allocation in a quarter of a century in January, as lagging risk assets played catch up, according to a survey of investors from BofA Global Research published on Tuesday.
In a report titled "Make Europe Great Again", BofA said asset allocation remained risk-on, with investors bullish towards the U.S. dollar and stocks, but bearish towards everything else.
Investors were the most underweight on bonds since October 2022, while cash levels ran low at 3.9%, said the survey of 182 participants with $513 billion of asset under management.
A disorderly rise in bond yields was seen as the most bearish development for 2025, BofA said.
(Reporting by Danilo Masoni; Editing by Amanda Cooper)
The article discusses the significant allocation to European stocks in January, as reported by a BofA survey.
Investors are bullish on the U.S. dollar and stocks, while being bearish on other assets.
A disorderly rise in bond yields is seen as the most bearish development for 2025.
Explore more articles in the Finance category
