大约有一半在未来12个月预期调查在全球经济疲软的基金经理，根据美林的基金经理的调查6月进行。这一比例，该公司说，是“六年来最悲观的看法” - 上个月，持有这种观点只有14％。此外，三分之一的调查预计，企业利润恶化，从9％上月持平。鉴于目前的市场条件下，现金水平从4.1％，比上月上涨4.5％，据调查，基金经理的29％把自己定义为“增持现金。”With fears that central banks may be hawkish to keep inflation at bay, fund managers have “responded with a ‘textbook’ country rotation, in which U.S. stocks have proved far more resilient to stock market turmoil than either emerging market or Japanese equities, says Merrill Lynch.