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Capital Market Outlook

May 4, 2020

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May 4, 2020

IN THIS ISSUE

  • Macro Strategy —  Macro Weakness vs. Market Rebound: Observations from Three Recent Crises — The drivers of the current crisis have been exceptional, but similarities with previous episodes suggest that investors should continue to look through the macro weakness.
  • Global Market View —  Post-Virus, Three Strategies for Long-Term Investors — The ongoing pandemic will likely bring fundamental shifts in the global economy and behavioral changes among consumers and corporates, and given that, investment portfolios will have to adapt.
 
  • Thought of the Week — The New Economy Charges Ahead — Considering the structural shift in equity valuations, a healthier earnings contribution, and the fact that technology tends to be a beneficiary of the secular rise in spending.

 

Read the full issue here

Important Disclosures

 

This material was prepared by the Chief Investment Office (CIO) and is not a publication of BofA Global Research. The views expressed are those of the CIO only and are subject to change. This information should not be construed as investment advice. It is presented for information purposes only and is not intended to be either a specific offer by any Merrill or Bank of America entity to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

 

Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group(ISG) of GWIM.

 

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

 

All recommendations must be considered in the context of an individual investor’s goals, time horizon, liquidity needs and risk tolerance. Not all recommendations will be suitable for all investors.

 

Bank of America, Merrill, their affiliates and advisors do not provide legal, tax or accounting advice.

 

You should consult your legal and/or tax advisors before making any financial decisions.

 

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

 

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

A Merrill Contribution
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