Global investor exposure to tech stocks highest since 2020, Bank of America Survey shows
CNBC-TV18 1d ago·13 Oct 2026, 9:01 am
A recent survey by Bank of America has revealed that global fund managers are significantly increasing their bets on technology stocks. The proportion of investors who are 'overweight' on tech has climbed to 37%, marking the highest level since August 2020. This surge in enthusiasm suggests that investors are becoming more confident in the long-term growth potential of the sector, particularly as digital transformation continues across industries.
This trend is important for retail investors as it highlights a strong collective shift in sentiment toward the broader market. While the high level of exposure signals optimism, it also raises questions about valuations. A significant portion of respondents, around 45%, believe an AI bubble could form next year, while 42% disagree. Investors should watch for signs of overheating and monitor how these large institutional positions evolve in the coming months.
Excerpt from CNBC-TV18
Published On Oct 13, 2026 | 14:31 IST Last Updated On Oct 13, 2026 | 14:31 IST Bank of America's survey reveals fund managers' tech exposure hit 37%, the highest since August 2020. Driven by AI, this fuels a bull run, yet 45% of investors fear a potential AI bubble next year due to heavy spending concerns. Global…Read the original at CNBC-TV18
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- Category: Economy.
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