Global fund managers withdraw cash en masse: cash ratios hit new lows, and risk assets welcome a wave of capital

【CoinPush】Global fund managers are accelerating asset reallocation. The latest data shows that the cash holdings of global fund managers have fallen to a historic low of 3.3% (the previous was 3.7%), what does this mean? It indicates that institutional funds are on the sidelines, watching and waiting.

Meanwhile, the allocation to stocks and commodities has risen to a new high since February 2022. Money hasn’t disappeared; it has shifted from “hedging” to “risk-taking”—flowing directly from cash reserves into risk assets like stocks and commodities.

This signal is very important. When institutions are willing to reduce cash reserves and shift toward risk assets, it often indicates that market expectations are beginning to improve. The rise in commodity allocations is especially noteworthy, typically reflecting inflation expectations or a warming market sentiment. For the cryptocurrency market, this increased risk appetite often presents opportunities for incremental capital inflows.