"Institutional Investors Bullish on Real Estate, Cash, and Commodities as Corporate Profit Expectations Soar"
The world's top investment funds are shifting their assets into commodities, cash, and real estate to hedge against anticipated drops in bond yields, with a record 91% of fund managers expecting short-term interest rates to decrease over the next 12 months. This movement away from bonds, banks, and insurance companies is driven by bullish sentiment on interest rate cuts, leading to increased investments in real estate and cash, while also predicting technology and biotech companies to benefit from falling interest rates. Additionally, investment funds remain overweight on bonds and the U.S. economy, while being underweight on the U.K. and eurozone economies.
