Investing.com investing.com 04 Jan, 2021 07:30 am

what every fund manager is buying (or selling) By Reuters

what every fund manager is buying (or selling) By Reuters
A 2021 vision: what every fund manager is buying (or selling)

The reasoning, says Peter Fitzgerald, chief investment officer for multi-asset and macro at Aviva (LON: AV ) Investors, is that no central bank can "out-dove the Fed".png) 3/ (CENTRAL) BANKING ON IT Underpinning most bets is the view that the Federal Reserve, European Central Bank, Bank of Japan, Bank of England and People's Bank of China will keep the cheap money flowing.(Graphic: Central bank balance sheets swell - https://fingfx.Commodity Futures Trading Commission data - shows $30 billion in net dollar shorts, swinging from last December's $17 billion net long.

png) Institute of International Finance (IIF) data shows investors shovelling money into EM assets at the fastest rate in nearly a decade.Higher Treasury yields could spark a 2013-style "taper tantrum", Citi suggested.

Read full story at investing.com