🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screenerTry Stock Screener

Equity sentiment 'incrementally more bullish': BofA

Published 01/08/2024, 17:40
© Reuters.
US500
-

Bank of America analysts have noted an increase in equity sentiment, citing the Sell Side Indicator (SSI) as a key metric.

The bank's SSI, which tracks sell-side strategists' average recommended allocation to equities in a balanced fund, rose by 30 basis points to 55.6% in July, marking its highest level since early 2022.

However, this remains below the 2021 average of 59%, indicating that sentiment has not yet reached overly optimistic levels.

"The SSI is currently at its highest level since early 2022 but still well below its average level in 2021," the analysts explained, adding that this suggests we haven't reached dangerous levels of optimism yet.

Analysts note that historically, the S&P 500 has been up 94% of the time over the next 12 months when the SSI is at this level or lower, compared to 82% overall.

Despite the increase, the SSI remains in "Neutral" territory, which is less predictive than the extreme "Buy" or "Sell" thresholds, according to BofA.

The indicator is now 2.4 percentage points away from a contrarian "Sell" signal and 4.3 points from a "Buy." "The SSI's current level still indicates a healthy price return of 12% for the S&P 500 over the next 12 months," BofA noted.

While broad index gains may be limited in the near term, BofA sees significant opportunities within the S&P 500. "Equity sentiment has improved over the past year, but a lot of that optimism has been focused on Tech and AI rather than the broader market," analysts observed.

High dividend yielders, cyclicals, and "old school" capex beneficiaries are seen as offering more compelling return potential than crowded Tech stocks, which could face de-risking if AI monetization slows.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.