NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stockRead More

No Recession In 2024? Institutional Investors Long On Magnificent 7, Small Caps

Published 16/01/2024, 13:25
© Reuters.  No Recession In 2024? Institutional Investors Long On Magnificent 7, Small Caps
US500
-
US2000
-
MSFT
-
SPY
-
AAPL
-
AMZN
-
NVDA
-
TSLA
-
IWM
-
META
-

Benzinga - by Neil Dennis, Benzinga Staff Writer.

The world’s top investors are becoming more confident that markets won’t be hit by recession in 2024, with an overwhelming majority now backing the likelihood of a “soft landing” — or even “no landing” — for the U.S. economy.

Global fund managers, polled each month by Bank of America, said in January’s survey that the most crowded trade was “long Magnificent Seven” — that means backing further gains for the tech giants Alphabet Inc (NASDAQ:GOOGL), Amazon.com Inc (NASDAQ:AMZN), Apple Inc (NASDAQ:AAPL), Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), Nvidia Inc (NASDAQ:NVDA) and Tesla Inc (NASDAQ:TSLA).

Despite it being a crowded trade, fund managers believed being long on the Mag7 stocks was still the among the best ways to play this year’s expected rate cuts by the Federal Reserve.

Overweight U.S. Equities

Investors trimmed their global equity portfolios, but were at their highest overweight position on U.S. equities since December 2021, with “mass preference for high quality.”

However, for the first time since June 2021, small caps were preferred to large. Indeed, since late October 2023 to its late December peak, the Russell 2000 index of small cap stocks rose 26%, compared to the S&P 500‘s 16% increase over the same period.

Similarly, the two exchange trade funds that track these two indices had made equivalent gains: the iShares Russell 2000 ETF (NYSE:IWM) was up 26.5% over the same period, while the SPDR S&P 500 (NYSE:SPY) gained 16%.

Also Read: Why Robot? Automation To Increase After UAW Deal Costs The Car Industry

Recession Risk Fades

A large majority of the respondents to the BofA survey — 79% — said they expected either a soft landing — where economic activity slows down, but has no major impact on earnings — or, no landing at all — with the economy continuing to grow throughout 2024. Only 17% said they expected a hard landing.

This echoed comments last week from former CME economist Bluford Putnam, who told Benzinga he didn’t expect a hard landing in 2024.

“We're going to post gross domestic product growth of 2.5%-3% for 2023. I wouldn't even call that a soft landing — I would say that is either average or slightly above potential GDP growth,” he said.

Key Risk Factors

Of the key drivers for equity markets in 2024, over half — 52% — named the Federal Reserve, while 33% said corporate earnings.

Despite these findings indicating institutional investors remained largely “risk on” for 2024, the markets took a step back in early January. Although the S&P 500 has now regained some momentum, after losing 1.5% during the first week of 2024.

Indeed, BofA’s Financial Market Stability Risks Indicator rose to 3 in January from 2.5 in December on “greater geopolitical risk” and “business cycle risk” including a potential economic hard landing and higher inflation.

Now Read: EXCLUSIVE: CPI Increase ‘Just A Hiccup,’ Says Former CME Economist: ‘Inflation Is Well Under Control’

Photo: Shutterstock

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Read the original article on Benzinga

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.