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Reuters
Tue, February 17, 2026 astatine 1:34 AM CST 1 min read
MILAN, Feb 17 - Global investors are progressively disquieted that companies are overinvesting, conscionable arsenic market sentiment remains “uber‑bullish” and further plus gains look harder to achieve, Bank of America’s monthly money manager survey showed connected Tuesday.
The canvass of 162 managers overseeing $440 billion recovered currency balances roseate to 3.4% from January’s record‑low 3.2%, portion investors stayed heavy overweight commodities and equities and profoundly underweight bonds.
Macro optimism improved further, with expectations for a planetary “boom” astatine the highest since February 2022 and forecasts for net maturation topping 10%, their strongest since 2021. But a grounds stock of respondents said companies are spending excessively aggressively, and chief concern officers present favour strengthening equilibrium sheets implicit expanding superior expenditure.
AI bubbles erstwhile again topped the list of investors’ biggest process risks.
(Reporting by Danilo Masoni; Editing by Amanda Cooper)
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