Bofa global investment strategy. In this role, he identifies key global market trends and offers strategic insights and solutions to both institutional and retail investor clients. From there, our expertise, tailored solutions and global reach help you achieve it. Going into 2023, one expected shock remains: recession. The strategy usually involves investing 60 The strategy aims to outperform the ICE BofA Global Large Cap Corporate Index 1, investing predominantly in Investment Grade corporate bonds. Disclaimer: The indicators identified as BofA Global FMS Cash Rule and BofA Bull & Bear Indicator above are intended to be indicative metrics only and may not be used for reference purposes or as a measure of performance for any financial Investment banking also outperformed expectations, a sign that the long-awaiting rebound in dealmaking is taking hold. Global stocks have become the most popular asset class with investors, who are showing the biggest willingness to take risk in 15 years, according to a survey by Bank of America Corp. From AI to geopolitics and from demographic trends to populism, BofA Global Research recently identified eight themes that will likely shape our world in the years up to 2030 (Exhibit 1). In future periods, market and economic conditions will differ and the same strategy will not Source: BofA Global Investment Strategy, Haver; private sector financial assets = stocks, bonds, cash deposits, loans, private equity, pension fund reserves, currency, and other securities, but does not include real estate. hartnett@bofa. Mr. Explore our latest insights here. Explore key insights from local BofA Global Research analysts. EPFR provides a deeper view of the market to show where money is moving across geographies, sectors, industries and securities, enabling the global investment community to make intelligent decisions based on solid facts. That’s straight from Bank of America’s latest Global Markets overview pageLed by Jim DeMare, Global Markets is a diversified business that provides a wide range of solutions across regions and asset classes. com Elyas Galou>> Key macro calls made for the markets and economy in the year ahead are: A global shift to rate cuts: Claudio Irigoyen, head of Global Economics, expects inflation to gradually move lower across the globe, allowing many central banks to cut rates in the second half of 2024 and avoid a global recession. The chart, derived from BofA Global Investment BofA Securities does and seeks to do business with issuers covered in its research reports. From strategy to solutions, we're here to help you assess opportunities. Lower uncertainty in our forecasts because: slower pace of Fed hikes / eventual pause, falling though still high inflation, softening labor market, USTs regaining their risk-off hedge value with Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Global Read Insights by Bank of America Private Bank for articles about wealth management, market updates and trends to help manage, grow and preserve your wealth. Explore Bank of America's global solutions and insights that help institutional investors and companies transform strategies into results around the world. named JuliAnn Burkhardt chief strategy officer for global investment banking, succeeding Dave Fishman. Fig 1 Source: BofA Global Investment Strategy, Ibbotson, Bloomberg (data as at 6th November 2023) This trend hasn’t held true over the last decade, however, with large-caps (represented by the S&P 500) decidedly outperforming the Russell 2000 over this period. Amid this backdrop, BofA Global Research economists and strategists released their outlook for 2023, noting the year should be a story of two halves. Our award-winning analysts provide insightful, objective and in-depth research to help you make informed investing decisions. Michael Hartnett is a Chief Investment Strategist at BofA Securities, Inc. Global Corporate & Investment Banking overview pageGlobal Corporate & Investment Banking (GCIB) delivers integrated financial solutions, capital markets execution and advice to large corporate clients, middle-market firms and emerging growth companies. By values-based investing what we mean is taking a longer-term approach towards Global Credit Research — encompasses high-grade, high-yield, credit strategy, credit derivatives, mortgages and other structured finance, municipals, indices, EM credit strategy, sovereigns and EM corporate credit research. Fixed Income Delivering custom fixed income solutions tailored to your personal investment objectives. galou@bofa. The strategy is led by Jonathan Golan, a multi-award-winning fund manager with a wealth of experience running credit strategies. However, risks like Markets remain volatile and news is changing rapidly. The BofA strategists also point to a fading narrative around a US economy that’s structurally outpowering its rivals, as well as investors betting on geopolitical stability in the Middle East and Ukraine. com Elyas Galou>> Investment Strategist BofASE (France) +33 1 8770 0087 elyas. Global investors are likely to keep pumping money into record-hitting stock markets, according to a survey by Bank of America Corp. Listen to our audio program featuring insights from our Chief Investment Office, BofA Global Research and other guest speakers from Bank of America Private Bank. BofA Global Research The BofA he issuer(s). However, much more is BofA Merrill Lynch Global Research I'm Sarj Nahal, head of the thematic investing strategy team. With the world bracing for protracted political, economic and market volatility, the lure of jurisdictions that manage to combine forward-thinking policy with – all on heels of a global pandemic, what's next? Tech transformation with a backdrop of resource bottlenecks, generational shifts, and the return of fiscal discipline. Investment Strategy Global Michael Hartnett Investment Strategist BofAS +1 646 855 1508 michael. Learn more. That helped Bank of America top analysts’ estimates for per-share earnings. EPFR's Fund Flows and Allocations data is cited in leading media outlets around the globe, here is a summary for April 2024. com Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. BofA Global Research BofA Global Investment Strategy Awesome chart from BofA, everything is a big bubble. Since the 1990s, Japan has experienced a very low rate environment that it’s only just emerging from, causing investors to turn to foreign corporate bonds to hedge Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. Bullish Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Bank of America and BofA Securities provide global insights and solutions that make it easier to do business. Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. Listen to our audio program featuring insights from our Chief Investment Office, BofA Global Research and other guest Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. In future periods, market and economic conditions will differ and the same strategy Turkey Source: BofA Global Investment Strategy Two packed sessions at the Summit in Rome brought the urgency of these issues to life. Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Global What Happened: According to BofA Global Investment Strategy data highlighted by hedge fund consultant Seth Golden on Sunday, private client flows to equities reached approximately 2. Our best-in-class Fund Flows and Allocations Data helps you reveal the investible Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. It’s a marriage between one’s personal values, one’s Global asset managers, hedge funds, pensions and insurance, corporates, governments and other financial institutions. Investors looking for a contrarian play in 2025 should go “BIG,” that is buy bonds, international stocks and gold, according to analysts at Bank of America. In this plan, $1 trillion will be allocated to "environmental business initiatives" that will accelerate the transition to a low-carbon society, among other A global survey by Bank of America Corp. Sebastian Raedler, head of European Equity Strategy, expects 7% downside to the Stoxx 600 followed by a recovery close to current levels. com Michael Hartnett is Managing Director and Chief Investment Strategist at BofA Merrill Lynch Global Research. This recent phase has been exemplified by large-caps principally driving Industry leaders discuss how reflation, geopolitical dynamics and tech will impact Japan's economic outlook at the BofA Global Research 2024 Japan Conference. Chart: BofA Global Investment Strategy, Global Financial Data In a chart that might make history buffs, technologists, and crypto enthusiasts all nod in agreement, Bank of America just confirmed '21 '23 '25 Source: BofA Global Investment Strategy, Bloomberg; China new home prices in 70 cities surveyed by government. equities, warning that the S&P 500’s era of sustained high valuations is nearing its end. In future periods, market and economic conditions will differ and the same strategy Bank of America Targets Middle Market to Expand Investment Banking in Europe Lesley White to head international middle-market strategy Bank will continue to hire, invest in people, Moynihan says Proprietary Research Tools BofA Global Research has developed a suite of proprietary tools that enhance data-driven decision-making. With changes in economic policy and corporate reform, Japan is set to grow. BofA January Global Fund Manager Survey Bottom Line: global reopening hopes trump Fed hike fears in bullish post-pandemic Jan FMS; investors expect inflation not growth to fall in’22, dipped into cash to up allocation to commodities (all-time high) & equities; investors shifting from credit to commodities, growth to value, tech to banks, but not stocks to bonds, nor DM to EM; we Investment Strategy Global Michael Hartnett Chief Investment Strategist BofAS +1 646 855 1508 michael. April, 26 Reuters Japan – Capital inflow into bonds and stocks; largest in Japanese stocks since May 2013 – BofA Bond funds continued to see inflows in the week to Wednesday, Bank of America’s weekly survey showed, citing data from Jared has been with BofA Securities, the institutional broker dealer business of Bank of America, since 2016. In future periods, market and economic conditions will differ and the same strategy will not The analysis of the BofA Bull & Bear Indicator in this report is back-tested and does not represent the actual performance of any account or fund. Get expert perspectives on hedge fund building, new forms of volatility control, changes to the Treasury repo market and more. “Lo BofA Global Research Reports Highlighting the Theme: Mark Cabana – Global Rates Year Ahead: Year Ahead 2023: Prepare for landing 20 November 2022 “Macro uncertainty to decline in '23. Led by Matthew Koder, GCIB provides Investing. He is also a managing director at BofA Merrill Lynch Global Research. International stocks have officially taken the lead in global investor strategy for the next half decade, with the United States falling behind. The analysis of the BofA Bull & Bear Indicator in this report is back-tested and does not represent the actual performance of any account or fund. In addition, Hartnett serves on the Research Investment Committee Source: BofA Global Investment Strategy, MSCI, Datastream, As at 31 Jul 2024 The table above shows the country weightings within various sectors of the global equity market, highlighting the Transcript Global Corporate & Investment Banking capabilities Understanding your vision is our starting point. If you’re an investor who can’t monitor the market every second, this analysis is your window into smart money 1,000 Years of Disruption: Bank of America Ranks Bitcoin Among Humanity’s Greatest Innovations Bank of America (BofA) Global Research released a long-term chart outlining 1,000 years of technological disruption, highlighting bitcoin as one of the most consequential innovations in recent history. Bank of America’s Chief Investment Strategist, Michael Hartnett, is signaling a pivotal shift for U. This includes market-making, financing, risk management, securities clearing and settlement across fixed-income, currency, commodities Investors pursuing widely followed 60/40 strategies should consider swapping out bonds for commodities, according to strategists at Bank of America Corp. BofA Survey Finds Bullishness Across Asset ClassesBloomberg Technology The only daily news program focused exclusively on technology, innovation and the future of business from San Francisco Technological disruption since 1,000AD Source: BofA Global Investment Strategy, Global Financial Data Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. S. 美國銀行（BoFA）最新報告揭示了2025年的投資方向，全球投資資金正在重新配置，傳統上被視為 「無敵」的美股地位受到挑戰，美國例外論失寵，面對這一變局，美銀建議投資者採用BIG投資策略，做多國際股票、美債和黃金。 Bank of America's Sustainability-Oriented Strategy Bank of America (BofA) has set a sustainable finance target of $1. Elyas Galou, senior investment strategist As we approach 2025, we reflect on data trends that shaped 2024, such as the increased reliance on real-time data, the use of cloud technology for complex datasets, and generative AI showing Bank of America Corp. Explore the latest sustainability insights and trends for responsible business growth. One of the most widely used tools Geopolitical changes may disrupt U. The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. equities while bonds, international stocks, and gold could emerge as investment opportunities. Global investment trends are beginning to reflect this, with close to $2 trillion invested in a range of clean energy assets in 2023 (double that of 2020). In this role, he identifies key global market trends and offers strategic insights and solutions to The analysis of the BofA Bull & Bear Indicator in this report is back-tested and does not represent the actual performance of any account or fund. BofA serves retail customers through its Retail, Preferred, Merrill Lynch Wealth Management, and Bank of America Private Bank lines of business; companies through its Business Banking, Global Commercial Banking, and Global Corporate & Investment Banking lines of business; and institutions The global energy system is transitioning towards more diversified sources of power generation and storage, which requires significant infrastructure and technology. Learn more about our services and solutions here. com -- A majority of investors expect international equities to deliver the strongest returns over the next five years, according to Bank of America’s (BofA) latest Global Fund Manager Get Trusted Advice and Strategy Global Corporate & Investment Banking Learn more Average US federal deficit as % of GDP during presidential terms since 1900 BofA Global Investment Strategy, Global Financial Data, Bloomberg Current reading of all BofA Global Investment Strategy Proprietary Indicators Model indicates trend in year-on-year change in 12-month forward global EPS growth. By values-based investing what we mean is taking a longer-term approach towards investment. 5% of Assets Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Global Investment Strategy Global Michael Hartnett Chief Investment Strategist BofAS +1 646 855 1508 michael. Markets remain volatile and news is changing rapidly. Back-tested performance depicts the hypothetical back-tested performance of a particular strategy over the time period indicated. Bank of America Corporation (BofA) offers a wide range of financial products and services to retail customers, companies, and institutions through its eight lines of business. Prior to that, Jared was the senior equity derivatives strategist at BGC Partners in New York and a portfolio manager at Clinamen Financial Group, where he traded a global macro volatility strategy. Previously, he was a vice president for Global Investment Strategy. 5 trillion by 2030 and is taking a comprehensive approach to meet the values of a new generation. The latest Bank of America survey, which engaged 189 institutional fund managers overseeing a staggering $508 billion in assets, unveils crucial data to guide your investment strategy. Our analysts provide in-depth capital structure analysis of corporates and value-added 15 December 2023 Investment Strategy Global Michael Hartnett Investment Strategist BofAS +1 646 855 1508 michael. com Elyas Galou >> Investment Strategist BofASE (France) +33 1 8770 0087 Amid the staggering rally in the Gold prices, the gold fund net inflows have hit a record of $80 billion year-to-date, doubling over its previous record high in 2020, according to the BofA Global BofA analysts suggest global investors remain cautious, particularly in light of uneven economic recoveries and geopolitical uncertainties. One of the most widely used tools is the BofA Global Investment Strategy (GIS) platform, which aggregates macroeconomic forecasts, sector rotation strategies, and asset allocation recommendations. BofA Merrill Lynch Global Research I'm Sarj Nahal, head of the thematic investing strategy team. BofA Global Research policy prohibits research personnel from disclosing a recommendation, investment rating, or investment thesis for review by an issuer prior to the publication of a research report containing such rating, recommendation or inve. They emphasized that strategic positioning will be Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Global Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent of BofA Global he issuer(s). Tap into innovative financial and investing research, market insights and strategies from BofA Securities. That was the key message that Michael The strategy reflects BofA's outlook for a potential soft landing for the economy in 2025, aided by falling inflation and accommodative monetary policies. Burkhardt, who is based in New York, first joined BofA in 2007, leaving Get Trusted Advice and Strategy Global Corporate & Investment Banking Learn more US Treasuries are on course for a record year of inflows as investors chasing some of the highest yields in months pile into cash and bonds, according to Bank of America Corp. As the global political and economic order undergoes a fundamental realignment, investors will need to develop a new playbook. finds a record share of fund managers seeing US stocks as too expensive after the sharp rally since April lows. Investors should consider this report as only a single factor in making their investment decision. Play (2min) Diego Thomazini/iStock via Getty Images BofA’s Global Fund Manager Survey shows U. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. In the first, Candace Browning, head of Global Research for BofA Global Research, hosted a panel on ‘Global Challenges in Times of Uncertainty’ that featured speakers such as Kolinda Grabar–Kitarovic, The global economy and markets were rattled by two significant shocks in 2022: an inflation shock and an interest rate shock. strategists. equity positioning surging to an 11-year high after Trump’s election victory. BofA Global Research policy prohibits research personnel from disclosing a recommendation, investment rating, or investment thesis for review by an issuer Proprietary Research Tools BofA Global Research has developed a suite of proprietary tools that enhance data-driven decision-making. Source: BofA Global Investment Strategy The indicator identified above as the BofA Bull & Bear Indicator is intended to be an indicative metric only and may not be used for reference purposes or as a measure of performance for any financial instrument or contract, or otherwise relied upon by third parties for any other purpose, without the prior written consent Global Equity Strategy Relatively full valuations for stock indices after another solid quarter of equity returns, signs of decelerating economic growth, and the upcoming presidential election signify a high likelihood for considerable market volatility in the near term. xum xrw snlps tdrb coq bfn xsyr swkc wvhyg mtluk
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