The U.S. 10-year government bond yield surpassed the 5% mark on Tuesday, and Brent crude oil prices remained above $100 per barrel. However, Bank of America's latest Global Fund Manager Survey indicates that most investors remain optimistic about growth and earnings prospects, expecting strong AI spending to continue. The survey found that 49% of fund managers were overweight global equities in September, with their earnings per share growth expectations for the next 12 months reaching a new high since August 2021. Additionally, 38% of respondents anticipate the global economy will "boom" in the coming year. BlackRock Investment Institute stated that despite rising yields, they maintain a pro-risk stance and continue to be overweight U.S. equities and AI-related assets.