‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning

‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning

Oh, good. The new edition of BofAML's Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the "most crowded trades". Hartnett has been flagging risks for some time now and notably, he said the following late last year in his 2018 outlook: We forecast a H1 top in risk assets as the last flames of QE, US tax reform and robust EPS incite full capitulation into risk assets Volatility…peak positioning, profits, policy = peak returns and
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