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A net 20 per cent of fund managers surveyed this month by bank of america said companies were spending too much on their investments — the first time this has been a majority view in data.

Even wall street thinks this has gone too far Some 202 panelists managing $550 billion in aum are raising a concern unseen since 2005, according to bofa. Strategists at bank of america warn that the optimism expressed by fund managers could provide an air pocket for stocks to fall into if the federal reserve doesn't cut interest rates at its. A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom According to the latest bank of america (bofa) global fund manager survey (fms) conducted nov A diaspora of investment talent has quit the big

Have we gone too far The evidence came in like a cold splash of water this october.