NOW LIVE

Shifting gears: New drivers of potential market expansion

Now live and available on-demand, the 2026 Midyear Outlook webcast brings together expert panelists from the Chief Investment Office and BofA Global Research to share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.

Topics explored in the Midyear Outlook webcast:

The geopolitical volatility that’s dominated 2026 so far
Resilience in equities and sectors potentially leading the way
The wide-ranging impact of artificial intelligence
The effect of rising yields and oil prices
Portfolio strategies to consider amid continued uncertainty

Watching the Midyear Outlook can help you:

Evaluate key macroeconomic trends shaping the second half of 2026
Consider portfolio strategies across equities, fixed income and alternatives
Identify risks tied to policy shifts and global markets
Translate CIO insights into actionable investment decisions

Presenting our expert panelists:

HOSTED BY:

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Aditya Bhave

Head of U.S. Economics Research
BofA Global Research

Savita Subramanian

Head of U.S. Equity and
Quantitative Strategy
BofA Global Research

Marci McGregor

Head of Portfolio Strategy
Chief Investment Office
Merrill and Bank of America
Private Bank

Matthew Diczok

Head of Cross-Asset Market Strategy
Chief Investment Office
Merrill and Bank of America
Private Bank

Joe Quinlan

Head of Market Strategy
Chief Investment Office
Merrill and Bank of America
Private Bank

And that’s just the start.

In addition to the Midyear Outlook webcast, be sure to read “Midyear 2026: The pace of change accelerates,” and return throughout the summer for more video conversations featuring views on:

The U.S. and China’s race for dominance
The outlook for the U.S. consumer
Asset allocations and sectors to consider

Stay connected for a full menu of ideas to help you prepare for the rest of 2026 and beyond. Listen to the latest CIO Market Update audiocast and check the Market Briefs blog for updates on the broader economy and markets.

Alternative investments are intended for qualified investors.

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. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of BofA Corp.

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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. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

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