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Fund managers have gone back to the old playbook

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BofA fund manager survey highlights

The latest survey of fund managers from Bank of America is getting attention today and it shows that all the these since the US election have reversed, with mangers getting back into tech and turning away from growth.

It’s particularly striking that many of the trades (like value vs growth) are back to October 2020 levels.

BofA fund manager survey highlights 

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