ZH has a great summary of the BofA fundie monthly:
Below we present some of the highlights from the latest FMS, which finds that a record number of investors are taking “higher-than-normal” risk, up to 25% in February the highest on record…
… for the following reasons: Net 91% of investors now see a stronger economy in 2021, with the majority or 34% saying it’s a V-shaped recovery, up from just 10% 9 months ago…