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Research & Insights

  1. Working with an advisor can help you prepare for down markets—and stay grounded when they come

  2. We take a look at the current earnings season–and what it may mean for investors.

  3. Strong corporate profits combined with low interest rates could help broaden the current bull market in equities and create a favorable backdrop for corporate bonds in the coming year, believes Michael Hartnett, chief investment strategist for BofA Global Research.

  4. Michelle Meyer, head of U.S. Economics for BofA Global Research, highlights several positive economic signs to watch for in 2021. View this video for more insights.

  5. The Chief Investment Office (CIO) outlook on the economy, the markets, investment trends, portfolio considerations and asset-class weightings.

  6. After a tumultuous 2020, these insights could help you position your investments for economic recovery

  7. Housing has been one of the strongest areas of the economic recovery following the shock from the coronavirus. Michelle Meyer, head of U.S. Economics for BofA Global Research, looks at some of the key factors behind this trend.

  8. A smart cash strategy is as important as a smart investment strategy. Here’s how you can develop one.

  9. See how various industries might be affected

  10. A key element of most portfolios, they can be particularly useful when interest rates are low and markets are volatile

  11. What history tells us about market performance before—and after—previous elections

  12. Compare your investing style with these insights.

  13. The heightened interest in this renewable energy is no hype. Learn how it can bolster energy supplies while cutting harmful emissions around the world.

  14. While you can’t control what the markets will do next, you can get a handle on how much risk you’re comfortable taking with your investments. Discussing these three questions with your financial advisor can help

  15. With the current crisis driving oil prices to their lowest level in decades, and oil piling up in barrels and tankers around the world, investors, including owners of oil and gas rights, may have to consider their options

  16. Your key questions about navigating today’s low-rate environment answered

  17. Hedge funds, private equity and real assets could help you manage volatility as you pursue your goals, but they carry some risk. Here’s what you need to know.

  18. A disciplined approach to investing, along with rebalancing as needed, can help you pursue your goals in up—and down—markets

  19. Companies that place a premium on treating workers well and creating a diverse and inclusive environment for everyone may perform better financiallyâ and earn the trust of consumers and investors alike

  20. For the future of the world’s economies and the people who live in them, climate change can no longer be ignored—and investors may have a role to play.

  21. The pandemic could leave a legacy of innovation, social change and geopolitical disruption, says this BofA Global Research report

  22. It may actually be proving its staying power – here are two reasons for its current strong showing

  23. In this time of crisis, some investors may be wondering if sustainable investing has taken a backseat to the emergencies of the day. The short answer is no; in fact, recent events have shown that sustainability may be more important today than ever before.

  24. Investors concerned about climate change, gender inequality and a range of other issues now have access to more data and information about the risks and potential rewards of sustainable investing

  25. What a move toward deglobalization could mean for investors and companies

  26. Here's what you may want to do—and avoid doing—as you maneuver through an extended decline

  27. Market swings can be unnerving, but they shouldn't distract you from staying focused on your financial goals. We spoke with Niladri Mukherjee with the Chief Investment Office for his insights.

  28. Thoughtful decisions about the asset classes you choose and the accounts you hold them in could help you lower your tax bill

  29. A new BofA Global Research study finds companies that take environmental, social and governance (ESG) factors into account may enjoy advantages over companies that don't

  30. The movement toward greater gender equality is impacting every level of society. And investors are taking note.

  31. Watch this video to get the basics on this key ingredient in a well-diversified portfolio

  32. These ideas can help as you look to create a steady stream of income for retirement and other cash-dependent goals.

  33. Senior investment strategist Marci McGregor explains how asset allocation can help you find the right mix of stocks, bonds and cash to match your risk toleranceâ especially when the markets get volatile

  34. Many investors look to lock in equity gains as they rebalance their portfolios. These tips can help you limit the tax consequences.

  35. Be part of helping to change the status quo—and pursue growth—through gender lens investing.

  36. Investors, government regulators and nongovernmental organizations are pushing for increased disclosure of environmental, social and governance factors


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