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December 05, 2016

Investment Insights: Where Italy Goes from Here

 

The “No” vote in Italy’s recent referendum to reform the country’s constitution appears to have had limited impact on the markets. But, as our CIO team explains in this special report, the next real test of Europe’s populist movement will come in a series of elections in 2017.

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November 16, 2016

Investment Insights: What Are Investors Watching for Next?

 

With the 2016 U.S. elections now over, could the administration of Donald J. Trump lead to some potentially major market shifts? In this special report, "The Hills Have Eyes," our CIO team outlines what they see as key shapers of the economic and investment landscape in the coming months—and point to steps investors can consider now to capture emerging opportunities.

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November 9, 2016

Post Election - We Maintain our Balanced View

 

The global capital markets are repositioning themselves in the immediate aftermath of the election. In our Investment Insights piece, the CIO team shares its market expectations over the short and medium terms. The report also looks back at the performance of the U.S. equity markets following recent U.S. presidential elections and highlights the implications of the Republican policy agenda on several sectors.

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November 1, 2016

Don't Let Taxes Be Such a drag

 

Are you looking for some year-round tax tips? In this "Weekly Letter," our CIO team explores four strategies that could help make investment portfolios more tax-efficient—something they believe will be even more important in an environment of lower investment returns and higher tax rates.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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October 31, 2016

A Bridge to the Other Side

 

In its October "Monthly Letter," our CIO team reviews 2016's market performance so far and looks ahead to what investors might expect through year end. You'll also find answers to 12 frequently asked questions on topics keeping investors up at night—from election uncertainty to a possible rate hike—plus a chart on key sector implications of the election.

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September 26, 2016

Storm After the Calm? Why Volatility Has Returned to Equity Markets

 

A combination of factors—including rising political uncertainty in the U.S. and Europe—are interrupting the recent advance in equity prices. Our CIO team takes a close look at what's driving this latest bout of market volatility

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September 20, 2016

Oil—The Swing Factor

 

After a rocky start to the year for oil, prices have been rallying. In this Weekly Letter, our CIO team reviews the supply and demand dynamics of the oil market and explains why now could be a good time for investors to consider their exposure to the energy sector.

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August 16, 2016

The U.S. election: Can two negatives make a positive?

 

This year's race for the White House is notable both for the unpopularity of the candidates and the divisiveness of the campaign—and greater unity following the elections is far from certain. In this Weekly Letter, our CIO team explores four critical policy issues the next administration and Congress will need to confront, and offers specific steps investors can take now to prepare for what will likely be a volatile few months ahead for financial markets.

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July 19, 2016

Mid Year Review

 

In this Weekly Letter, our CIO team explores the major events that moved the markets in the first half of 2016—culminating in U.K's surprise Brexit vote on June 23. They also explain why today's market can be thought of as neither a bear nor a typical bull, but rather a buffalo, and how its movements are shaping the outlook for investment opportunities. They then close with guidance on interest rates, equities versus bonds and the importance of rebalancing portfolios in today's uncertain market.

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July 18, 2016

For What It's Worth: Something's Happening Here…

 

In this midyear 2016 edition of The Monthly Letter, our CIO team explores the risks and opportunities investors need to consider in the second half of the year, and shares their outlook for equities, fixed income and other asset classes. They also survey the broader macroeconomic landscape and explain why the U.S. will be the engine that keeps the global economy growing.

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June 24, 2016

Investment Insights: The Brexit Vote and Its Implications

 

In this special Q&A, our CIO team answers the most important questions on investors' minds and explores the implications of the UK's exit from the European Union for the markets, economic growth and the future of European unity.

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May 31, 2016

CIO Weekly Letter: Infrastructure Impulse

 

After years of underinvestment, spending on America's aging infrastructure is getting a major boost, thanks to Congress' passage of a fiscal stimulus bill back in December. And while a lot more funds will be needed over the coming years, private industry and investors could play a significant role in making up the shortfall, as our CIO team explains in this weekly letter.

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May 31, 2016

CIO Monthly Letter: Investing in a Range-Bound Market

 

With U.S. equities facing a number of headwinds from now through the end of the year, a natural question many are asking is, where to invest from here? Our CIO team believes there are opportunities in today's market, especially for investors who are selective and explore industries and sectors that offer the best potential for growth. They also explain why the three key criteria of value, yield and growth can provide a solid framework for investors in today's range-bound market.

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April 29, 2016

CIO Monthly Letter: Where's the Beef? Finding Value in Fixed Income

 

Changing market conditions make this an opportune time for investors to review their bond holdings, particularly in the area of high yield. In this monthly letter, our CIO team discusses where they see the best value in fixed income today. There's also an interview with Dennis Stattman, head of the Global Allocation team within BlackRock's Multi-Asset Strategies Group, on his outlook for the markets, interest rates and the challenges of planning for retirement.

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April 18, 2016

Investment Insights: Monetary Policy Is Not Enough

 

Our CIO team explains how a renewed focus on fiscal policy—at the Federal, state and local levels—could be the key to stimulating U.S. economic growth going forward.

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March 26, 2016

Forget Jack, Focus on Charlie-in-the-Box

 

Shifts in the global economy are often discounted if they don't fit with the prevailing idea of "normal." Our CIO team looks at several of the unexpected—and underestimated—ways that markets are changing, and the investment opportunities this creates.

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February 29, 2016

CIO Monthly Letter: Asset Allocation in a Flatter World

 

There's no doubt the recent market volatility has been unsettling for investors. In this monthly letter, our CIO team offers specific steps investors can take in an environment of higher volatility and lower returns, and lists strategies that may help investors stay on track toward their long-term goals. There's also an interview with Howard Marks, Co-chairman and Founder of Oaktree Capital Management, on his outlook for equities, fixed income and the U.S. economy.

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January 19, 2016

Investment Insights: A Market Under Stress — We Believe This, Too, Shall Pass

 

What's behind the correction in the markets? Our CIO team looks at the current investing environment, explains why a U.S. recession is unlikely and offers some portfolio strategies to consider.

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January 19, 2016

CIO Weekly Letter: Watching the Four C's

 

Our CIO team takes a close look at what they call the "Four Cs": China, commodities, credit and consumers. These are the key risks which have been continuing to pressure stocks since the beginning of the year. But positive surprises in one or more of them could also set the stage for the return of market stability and investor confidence.

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August 26, 2015

Dealing With the Market's Latest Roller Coaster Ride

 

It's hard not to ask: "Should I sell or stay put?" every time the Dow takes a nosedive. According to Michael Liersch, Merrill Lynch's head of behavioral finance, your decisions should always be made in a thoughtful way, with your long-term goals in mind. In this interview, he offers some advice to help you deal with the ups and downs as the markets continue to respond to global change through year-end.

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Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration.

Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa.

Income from investing in municipal bonds is generally exempt from Federal and state taxes for residents of the issuing state. While the interest income is tax-exempt, any capital gains distributed are taxable to the investor. Income for some investors may be subject to the Federal Alternative Minimum Tax (AMT).

Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue

Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.

Bank of America Merrill Lynch, through business units other than BofA Merrill Lynch Global Research, may have issued and may in the future issue trading ideas or recommendations that are inconsistent with, and reach different conclusions from, the information provided in this discussion. Such ideas or recommendations reflect the different time frames, assumptions, views and analytical methods of the persons who provided them, and Bank of America Merrill Lynch is under no obligation to ensure that such other trading ideas or recommendations are brought to the attention of any participant of this video.

The investor should note that funds that invest in lower-rated debt securities (commonly referred to as junk bonds) involve additional risks because of the lower credit quality of the securities in the portfolio. The investor should be aware of the possible higher level of volatility, and increased risk of default.

The risk that exchange rate fluctuations will reduce the value of returns. This arises when investments denominated in foreign currencies are purchased.

Investments focused in a certain industry may pose additional risks due to lack of diversification, industry volatility, economic turmoil, susceptibility to economic, political or regulatory risks and other sector concentration risks.

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