Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

The BofA Securities monthly survey of global fund managers (FMS) finds institutional investors increasingly bullish,

“Investor sentiment no longer extreme bearish (17-month high in global equity allocation), but not yet bullish (FMS cash level up to 4.9 per cent); more dramatic shift in relative exposure: record jump in US, record fall in EM equities as China growth optimism slumps back to “lockdown lows’ … It’s soft or no landing” (say 74 per cent), b.…

This data comes from the ChinaPulse.com media intelligence and smart news insights monitoring platform.