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The latest from BofA’s fund manager survey
– ‘Long tech’ most crowded trade at 32% (but down significantly from 80% in Sept)
– Taper tantrum, inflation, higher taxes seen as bigger risks than COVID-19
Putting aside the equity greed for a moment, there is a noticeable shift in sentiment towards what are the key risks to the market
Search Web: ‘Long tech’ seen as most crowded trade – BofA April fund manager survey
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