Let's get into the minds of fund managers! - Part 2.

Let's look at the Global FMS for April.

FMS shows that the treasury market selloff (yield spike) is the most important concern in April compared to March 2021 in which inflation was the most concerning factor.

http://sg-stock.blogspot.com/2021/03/lets-get-into-minds-of-fund-managers.html

The FM invested in the technology sector in April.

The FM thinks that the US stock market is in a late-stage bull market now.  This corroborated with our earlier post on the US stock market overvaluation.

http://sg-stock.blogspot.com/2021/04/is-us-stock-market-overvalued-part-3.html