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Fund Managers Increase Allocation To Banking And Insurance Stocks In December: Here Are The Best Performing Financial Stocks In 2024

Fund Managers Increase Allocation To Banking And Insurance Stocks In December: Here Are The Best Performing Financial Stocks In 2024

基金經理在12月增加了對銀行和保險股票的配置:以下是2024年表現最佳的金融股票
Benzinga ·  05:24

The global fund managers increased their allocation to financial stocks, which include both banks and insurance companies, to an all-time high in December.

全球基金經理在12月將對包括銀行和保險公司在內的金融股的配置增至歷史新高。

What Happened: According to the Bank of America's Global Fund Manager Survey, as reported by Yahoo Finance, investors' allocation to banks increased by 23% points in December compared to the previous month. This resulted in global fund managers being 41% overweight on banking stocks in December, which is the highest since January 2022.

發生了什麼:根據雅虎財經報道的美國銀行全球基金經理調查,12月份投資者對銀行的配置與上個月相比增長了23%。這導致全球基金經理在12月增持銀行股41%,這是自2022年1月以來的最高水平。

Similarly, the allocation to insurance companies surged by 15% points month-on-month. This represented an overweight position of 20% within the sectors by the global fund managers. It is the highest since February 2014.

同樣,保險公司的撥款同比增長了15%。這意味着全球基金經理在該行業中的增持頭寸爲20%。這是自2014年2月以來的最高水平。

Furthermore, the investor positioning relative to their historical long-term positions increased within the financial universe, followed by the U.S. stocks and utilities, according to the BofA survey.

此外,根據美國銀行的調查,投資者相對於其歷史長期頭寸的定位在金融領域有所增加,其次是美國股票和公用事業。

The investors were underweight with respect to their exposure to cash, Eurozone stocks, staples, and bonds.

投資者在現金、歐元區股票、必需品和債券的敞口方面減持。

What Are The Analysts Saying

分析師在說什麼

Mario Georgiou, executive director, head of investments at InCred Global Wealth U.K., in an exclusive conversation with Benzinga, described tax cuts and deregulation as tailwinds to the markets. He considers inflationary policies such as tariffs and immigration impacts as headwinds, leading to a steepening yield curve, and higher term premiums.

英國InCred Global Wealth. 執行董事兼投資主管馬里奧·喬治歐在與本辛加的獨家對話中將減稅和放松管制描述爲市場的利好因素。他認爲關稅和移民影響等通貨膨脹政策是不利因素,導致收益率曲線變陡和定期保費上漲。

"Financials offer an attractive risk-reward and that this recent post-election rally has room to run," added Georgiou. According to him "Financials are not only well positioned to capture the benefits of the above-mentioned Trump tailwinds, but are also less impacted / would even benefit from the Trump headwinds."

喬治歐補充說:「金融業提供了誘人的風險回報,而且最近的選舉後的漲勢還有上升空間。」據他介紹:「財務部門不僅完全有能力從特朗普的上述利好中獲益,而且受到的影響也較小/甚至會受益於特朗普的不利因素。」

Bank of America's global economics team recently summarized the sentiment, stating, "Pro-growth policies like deregulation of financial services and energy, as well as lower taxes, are boosting market sentiment and asset prices."

美國銀行的全球經濟團隊最近總結了這種情緒,他說:「放鬆金融服務和能源管制以及降低稅收等促增長政策正在提振市場情緒和資產價格。」

According to Goldman Sachs analyst Richard Ramsden, large-cap banks remain optimistic about the economy. "Healthy consumer spending trends and strong corporate balance sheets have supported a constructive outlook," Ramsden said in a recent note.

根據高盛分析師理查德·拉姆斯登的說法,大盤銀行仍然對經濟持樂觀態度。拉姆斯登在最近的一份報告中說:「健康的消費者支出趨勢和強勁的企業資產負債表支撐了建設性的前景。」

The top-performing financial stocks of 2024 include Robinhood Markets, Interactive Brokers Group, Coinbase Global, KKR & Co, and Wells Fargo.

2024年表現最好的金融股票包括羅賓漢市場、盈透證券集團、Coinbase Global、KKR和Co以及富國銀行。

Company YTD Performance
Robinhood Markets Inc. (NASDAQ:HOOD) 236.54%
Interactive Brokers Group Inc. (NASDAQ:IBKR) 111.59%
Coinbase Global Inc. (NASDAQ:COIN) 98.65%
KKR & Co Inc. (NYSE:KKR) 85.99%
Wells Fargo & Co. (NYSE:WFC) 43.54%
Blackstone Inc. (NYSE:BX) 42.75%
M&T Bank Corp. (NYSE:MTB) 41.08%
JPMorgan Chase & Co. (NYSE:JPM) 38.52%
Morgan Stanley (NYSE:MS) 36.04%
Citigroup Inc. (NYSE:C) 34.09%
Bank of America Corp. (NYSE:BAC) 32.89%
Fifth Third Bancorp (NASDAQ:FITB) 29.53%
PNC Financial Services Group Inc. (NYSE:PNC) 26.71%
Arthur J. Gallagher & Co. (NYSE:AJG) 25.74%
HSBC Holdings Plc. (NYSE:HSBC) 21.24%
Prudential Financial Inc. (NYSE:PRU) 13.69%
American International Group Inc. (NYSE:AIG) 3.46%
Note: Data as of market close on Dec. 17, 2024
公司 年度業績
羅賓漢市場公司(納斯達克股票代碼:HOOD) 236.54%
盈透證券集團公司(納斯達克股票代碼:IBKR) 111.59%
Coinbase 全球公司(納斯達克股票代碼:COIN) 98.65%
KKR & Co. Inc.(紐約證券交易所代碼:KKR) 85.99%
富國銀行(紐約證券交易所代碼:WFC) 43.54%
黑石公司(紐約證券交易所代碼:BX) 42.75%
M&t 銀行公司(紐約證券交易所代碼:MTB) 41.08%
摩根大通公司(紐約證券交易所代碼:JPM) 38.52%
摩根士丹利(紐約證券交易所代碼:MS) 36.04%
花旗集團(紐約證券交易所代碼:C) 34.09%
美國銀行公司(紐約證券交易所代碼:BAC) 32.89%
第五三銀行(納斯達克股票代碼:FITB) 29.53%
PNC 金融服務集團有限公司(紐約證券交易所代碼:PNC) 26.71%
Arthur J. Gallagher & Co.(紐約證券交易所代碼:AJG) 25.74%
匯豐控股有限公司(紐約證券交易所代碼:匯豐銀行) 21.24%
保誠金融公司(紐約證券交易所代碼:PRU) 13.69%
美國國際集團公司(紐約證券交易所代碼:AIG) 3.46%
注意:截至2024年12月17日收盤的數據

The iShares U.S. Financial ETF (NYSE:IYF) has risen 31.35% year-to-date.

迄今爲止,iShares美國金融ETF(紐約證券交易所代碼:IYF)已上漲31.35%。

Similarly, other financial-focused ETFs have seen strong gains. The Financial Select Sector SPDR Fund (NYSE:XLF) surged 30.3%, while the Vanguard Financials Index Fund ETF (NYSE:VFH) climbed 30.89%.

同樣,其他以金融爲重點的ETF也出現了強勁的漲勢。金融精選板塊SPDR基金(紐約證券交易所代碼:XLF)上漲30.3%,而Vanguard Financials指數基金ETF(紐約證券交易所代碼:VFH)上漲30.89%。

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