🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

U.S. funds cut equity allocations to lowest since financial crisis: Reuters poll

Published 04/29/2016, 07:31 AM
Updated 04/29/2016, 07:40 AM
© Reuters. Traders work on the floor of the NYSE

By Krishna Eluri

(Reuters) - U.S. funds recommended a cut to equity allocations in April to their lowest since the financial crisis, and an increase to alternative investments to the highest since that time as well, a Reuters poll showed on Friday.

Non-traditional instruments, such as derivatives and commodities, have become more attractive to asset managers this year. Wild gyrations in financial markets earlier this year pushed many to look outside of stocks and bonds for returns.

The poll of 13 U.S. fund managers running model global portfolios cutting equity allocations to just 51.1 percent, the third straight monthly downgrade to this category by the survey panel so far this year.

That figure has not been lower at any point across comparable records that began in 2007.

Fund managers added to alternative investments for a third month in a row, with the allocation rising to 6.8 percent from 6.2 percent the previous month.

But recommended allocations to bonds, cash and property were unchanged from the previous month.

A regional breakdown showed a fall in allocations to North American stocks in April for a second consecutive month, to 64.2 percent, the lowest in a year.

Within the fixed-income portfolio, fund managers kept their recommendations largely unchanged from the previous month with North American bond allocations at 66.2 percent.

Plenty of doubt remains about the U.S. Federal Reserve's likely monetary policy path even as the central bank left the door open this week for a June rate hike.

Data released on Thursday confirmed that U.S. economic growth nearly stalled in the first quarter, growing at a paltry 0.5 percent annualized pace, braking sharply from an already-lackluster 1.4 percent. But most expect a pick-up in activity given that the labor market remains strong.

"I'm looking for a firming economic outlook going into the second half of the year, and I think that's going to create some opportunity," said Alan Gayle, senior investment strategist at RidgeWorth Investments.

© Reuters. Traders work on the floor of the NYSE

"We remain cautiously optimistic that the economy and earnings will re-emerge from the 2015 soft patch and finish the year higher," he said.

(Polling by Sarmista Sen and Anu Bararia; Editing by Toby Chopra)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.