BofA Merrill survey: Investors hoard cash as confidence in China wanes

“Rising risk aversion and stretched cash levels provide a contrarian buy signal for risk assets in Q3,” said Michael Hartnett, chief investment strategist at BofA Merrill Lynch Global Research.

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MFS: Investors will turn to active strategies should volatility crank up

"At some point, we will see additional volatility and that creates opportunity for active managers to identify risks and generate alpha," said Joe Flaherty, chief investment risk officer at MFS Investment Management.

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Templeton Global Investor Sentiment Survey: Optimism dominates – except among Latin Americans

The study found that Latin American investor sentiment is on the decline, with an 11% drop in optimism, from 93% in 2014 to 82% in 2015. Brazil had the largest decline in investor optimism for reaching their financial goals, with a 19% drop to 71% compared to last year at 90%.

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Fidelity survey: Portfolio management and international surge as top advisor concerns

"Advisors are trying to leverage multiple asset classes to strike a balance between risk and reward," said Scott E. Couto, president, Fidelity Financial Advisor Solutions.

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BofA Merrill Lynch survey finds concerns of overvaluation in both equity and bond markets

The proportion of global investors saying equity markets are overvalued has reached its highest level since 2000. A net 25 percent of respondents to the global survey say that global equities are currently overvalued, up from a net 23% in March and a net 8% in February. This is still, however, short of the record-high level of a net 42% in 1999.

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Citi Survey: Hedge fund profits off 30% due to poor performance in 2014

Citi’s report, formerly known as the Hedge Fund Business Expense Benchmark Survey, is based on proprietary analysis and detailed responses from 149 hedge fund firms that collectively represent USD 581 billion in industry AUM, or 19.8% of total industry assets.

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Morgan Stanley: High-net-worth investors predict positive 2015 on strength of US economy, tech and biotech stocks

Morgan Stanley Wealth Management’s semi-annual Investor Pulse Poll found that the wealthy see their best opportunities coming from the US, in technology stocks, and in equities in general.

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