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Hard To Find A Bear On Euro Stocks: BAML Survey

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Mark Melin
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Eurozone expected to be the hot stock market at the expense of U.S. markets, bonds

Hedge funds are positive on European quantitative easing, with 81 percent of funds that specialize in the region saying they see the eurozone economy strengthening in the next year, according to a Bank of America Merrill Lynch study.

Hedge funds: Bonds and U.S. stocks appear to be losers

Europe’s profit outlook has been the best since 2009, the report noted, with 51 percent of hedge funds survived saying they would make Europe the top region of choice over the next year. This European bullishness comes as U.S. shares appear to be one main loser, with those overweight the U.S. equities having declined to 6 percent,...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.