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French equities have become Europe's "most unpopular" market, with institutional bearish sentiment reaching record highs. A Bank of America survey shows 56% of respondents plan to underweight French stocks, an all-time high.
Trend-following funds (CTAs) have shorted France's CAC 40 index to its maximum extent, making it the most shorted asset in European and US markets, according to a Barclays strategist report this Tuesday. Meanwhile, Bank of America's fund manager survey released last week showed that a net 56% of respondents plan to underweight French assets over the next 12 months, the highest proportion on record. Analysis indicates that France's ongoing political turmoil and debt pressure are pushing risk premiums to new highs, with the spread between French 10-year government bonds and German government bonds exceeding 150 basis points.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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