The world’s biggest asset managers and hedge funds have singled out tech giant Amazon and healthcare company Centene Corporation among their most bullish stocks, as investors adopt a more optimistic tone for markets in the coming months.

According to a Procensus poll of more than 150 investors managing almost $15tn in assets, 44% said they are “somewhat bullish” about their sector or portfolio over the next six months, up from 21% back in July.