The Globe and Mail reports in its Thursday edition that stock corrections are often just reality checks that ultimately allow bull markets to live on as investors "buy the dip," but this time around, global asset managers seem wary of jumping back into Wall Street's Big Tech behemoths. A Reuters dispatch to The Globe says that investors' heads may be spinning after a turbulent month of Trump tariff angst, U.S. recession fears, a 10-per-cent recoil in the S&P 500 and Europe's fiscal reboot. The scale of the portfolio upheaval was captured on Tuesday by Bank of America's monthly fund manager survey. The closely watched poll of global asset managers showed the biggest one-month reduction in U.S. equity exposure in the 25-year history of the survey -- a whopping 40-percentage-point drop, leaving a net 23 per cent of respondents now underweight. Look across the pond. Allocations to euro zone stocks jumped 27 points, with 39 per cent now overweight, while the U.S. picture gets messy. So far, so transatlantic. But for those who think U.S. downturn jitters are overblown, or that the hand-wringing in business and consumer surveys is not matched by hard factory or retail data, this may seem like a good moment to load back up.