最新报道:Fund manager optimism surged to a 5.8 high in October, the highest since February 2025, with 69% seeing a U.S. recession as unlikely—down from 42% in April 2025. Cash holdings dipped slightly to 3.8%, while 59% noted excess market liquidity, the most since September 2021. Key risks include AI being labeled a "bubble" by 33% and inflation at 27%, with gold as the top "overextended" trade. Equity allocations rose to 45%, favoring sectors like real estate and utilities.