Allocation to herd: 100 percent

January 31, 2013

They’re bleating and buying. And you had better not let them run you over.

The latest Reuters surveys of global asset managers confirm what we’ve all been watching over the past month: a mad rush out of safe havens and into stock markets. There seems to be little else to report out of¬†financial markets.

from Jeremy Gaunt:

And the investor survey says…

August 31, 2010

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.