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Money managers under the microscope

INSIDER-Bullish Outlook for Stocks for 2011


Investors lifted their exposure to stocks to a 10-month high in December, according to a Reuters poll. Nordea’s Asbjorn Trolle Hansen says they are right to be bullish about 2011.

from Jeremy Gaunt:

And the investor survey says…

Reuters asset allocation polls for August are out. They show very little change from July, which suggests investors are still cautious and uncertain about what is happening.

One big difference, month-on-month, was a large jump into investment grade corporate debt.  Andrew Milligan of Standard Life Investments reckons this  may in part  have been because  sovereign debt rallied so much over summer that returns from government bonds are now too meagre.