Analysts at some institutions, including Barclays and J.P. Morgan Chase, expect the US stock market to continue to rise, partly because they predict that institutional investors will abandon their cautious stance and increase stock investment. Although the stock market has rebounded strongly from the decline affected by tariffs in April, the holdings of large fund managers are still clearly low. According to Deutsche Bank statistics, since 2010, the overall stock positions of these large fund managers have only been 23% lower than they are now.

Analysts at some institutions, including Barclays and J.P. Morgan Chase, expect the US stock market to continue to rise, partly because they predict that institutional investors will abandon their cautious stance and increase stock investment. Although the stock market has rebounded strongly from the decline affected by tariffs in April, the holdings of large fund managers are still clearly low. According to Deutsche Bank statistics, since 2010, the overall stock positions of these large fund managers have only been 23% lower than they are now.