BofA Survey: Healthcare Tops European Fund Managers' Overweight Sectors

Deep News12-16 23:12

According to Bank of America's December survey of European fund managers, healthcare remains the most overweight sector among European portfolio managers.

However, financials continue to be a favored super-sector, though its weighting has declined from June's peak. Fewer than a quarter of respondents expect financials to be the top-performing sector over the next 12 months. Retail, food & beverage, and media remain the most underweight sectors, while fund managers view technology and industrials as the most overvalued.

Germany remains the most preferred equity market in Europe, while managers indicated they would underweight France more than any other country in the coming year.

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