Healthcare is Largest Sector Overweight for European Fund Managers in BofA Survey -- Market Talk

Dow Jones12-16 20:04

1204 GMT - Healthcare is the largest sector overweight for European fund managers, Bank of America says in its December European fund manager survey. Financials remain fund managers' preferred supersector, however, though weightings have slipped from June highs. Just shy of a quarter of those surveyed expect financials to be the best-performing sector over the next 12 months. Retail, food and beverages, and media remain the biggest underweights, while European fund managers judge tech and industrial goods as the most over-valued sectors. Germany is the continent's preferred equity market, while fund managers say they would underweight France more than any other country over the next year. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

December 16, 2025 07:04 ET (12:04 GMT)

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