Equity Allocations Increased at Record Level in May, Bank of America Survey Says -- Market Talk

Dow Jones05-19 18:14

1014 GMT - Investor stock-market exuberance returned this month as fund managers recorded the biggest monthly increase in their allocations to stocks on record, according to Bank of America's Global Fund Manager survey. The proportion of money managers who bet that stocks would outperform other assets jumped by 40% in May--the largest rise on record. The increase follows a sharp decrease in equity allocations last month after market sentiment soured on the fallout from the U.S.-Iran war. Investor sentiment recovered to February 2026 levels, with fund managers increasingly drawn to riskier assets. As stock allocations increased, allocations to cash--a traditional safe-haven asset--saw their largest monthly drop since February 2024, the survey found. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

May 19, 2026 06:14 ET (10:14 GMT)

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