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Research & Insights

  1. Today's Markets

    Merrill CIO Audiocast Series

  2. Finances

    The Value of Financial Advice During Volatile Markets

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

  3. Today's Markets

    Capital Market Outlook

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

  4. Today's Markets

    2020 Elections: The Key Issues and How to Prepare for What May Be Next

  5. Portfolio Strategies

    What Dividend Stocks Can Offer

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

  6. Today's Markets

    The Markets and Presidential Elections

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

  7. Investment Trends

    What We All Can Learn from Women Investors

    Compare your investing style with these insights.

  8. Investment Trends

    Merrill Perspectives Podcast

  9. Investment Trends

    Q&A: New Energy Behind Green

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

  10. Portfolio Strategies

    The Great Rebalancing Act: Portfolio Strategies for a Post-Pandemic Economy

  11. Investment Trends

    CIO Outlook on Sustainable Investing

  12. Today's Markets

    The Latest Market Correction: Growing Pains for a New Bull Market?

  13. Investment Trends

    Reshoring: The Next Great Global Trend

  14. Today's Markets

    Dramatic Shifts in the Way We Live Are Reshaping the Markets

  15. Today's Markets

    The U.S. and China—Hot Rivalry or Cold War?

  16. Investment Trends

    At Home with the New Consumer

  17. Today's Markets

    Big Companies Are Likely to Get Bigger—What Could That Mean for Your Portfolio?

  18. Portfolio Strategies

    How to Measure Your Tolerance for Risk

    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

  19. Today's Markets

    Turmoil in the Oil Markets: What It Means to You

    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

  20. Today's Markets

    Growth or Value Stocks?  Why the Answer Today May Be ‘Both’

  21. Today's Markets

    Midyear Outlook: Getting to the “New Normal”

    In a year of extraordinary challenges, positive signals are emerging that the economy is regaining its momentum

  22. Portfolio Strategies

    What Could Near-Zero Interest Rates Mean for Investors?

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

  23. Portfolio Strategies

    3 Investing Strategies to Consider for the Recovery Ahead

  24. Today's Markets

    Forecast: Second-Quarter Earnings & Other Headwinds May Test the Markets

  25. Today's Markets

    Understanding Reflation—and Why It Matters

  26. Portfolio Strategies

    Consider the Alternatives—Beyond Stocks & Bonds

    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.

  27. Portfolio Strategies

    3 Reasons to Revisit Your Asset Allocation Strategy

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

  28. Today's Markets

    4 Signs There May Be a New Bull Market on the Horizon

  29. Investment Trends

    Could Companies that Value Workplace Inclusion Fare Better in Times of Crisis—and Be...

    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

  30. Today's Markets

    Coronavirus & Climate Change: Cleaner Air—But Stalled Solutions

  31. Today's Markets

    3 Signals That the Recession May Have Bottomed

  32. Today's Markets

    Looking Ahead to a 'New Frontier' for Investors

  33. Today's Markets

    The Road to Recovery

    In a few short months, the coronavirus pandemic has changed almost every aspect of our lives. In fact, the future of the economy, our finances and how we work and spend our time with family and friends could be quite different from anything any of us has ever experienced.

  34. Investment Trends

    Solving the Climate Crisis: Five Areas That Could Make a Difference

    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.

  35. Investment Trends

    5 Trends That Could Define Our Post-Coronavirus Lives

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

  36. Today's Markets

    What Reopening Could Mean for the Economy

  37. Today's Markets

    How Has Sustainable Investing Been Doing During Current Volatile Markets?

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

  38. Today's Markets

    Stay Up to Date—Get Our Market Insights by Email

  39. Investment Trends

    10 Post-Coronavirus Trends & the Investment Opportunities They Could Create

  40. Today's Markets

    Why Consumers Hold a Key to Recovery

  41. Portfolio Strategies

    Sustainability Now—and Beyond the Current Crisis

    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.

  42. Today's Markets

    Investment Strategy Overview

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

  43. Portfolio Strategies

    The Roadmap for Investing in a Sustainable World

  44. Portfolio Strategies

    What Could Be Behind the Rising Interest in Sustainable Investing?

    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

  45. Portfolio Strategies

    7 Keys to Getting Through a Prolonged Market Downturn

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

  46. Portfolio Strategies

    What Can You Do When the Markets Get Volatile?

    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.

  47. Portfolio Strategies

    How to Be a Tax-Smart Investor

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

  48. Portfolio Strategies

    Why ESG Matters—Now More Than Ever

    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

  49. Finances

    10 Things You Need to Know About the SECURE Act

    New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  50. Investment Trends

    Are You Ready for the 2020s?

    From demographic shifts to tech innovation and climate change, the coming decade promises to transform the world. Here's what investors need to know.

  51. Investment Trends

    Why Gender Lens Investing Can Be Good for the World—and Your Portfolio

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

  52. Finances

    Market Decode: How Bonds Work—and What They Can Do for You

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

  53. Portfolio Strategies

    Investing for Income—Not Just Growth

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

  54. Portfolio Strategies

    Market Decode: Balancing Risk and Reward with Asset Allocation

    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 tolerance—especially when the markets get volatile

  55. Portfolio Strategies

    Selling Stocks? 3 Ways You Might Minimize Your Capital Gains Taxes

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

  56. Finances

    4 Ways to Invest in Women’s Equality

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

  57. Investment Trends

    Millennial Motivation: A Closer Look

  58. The Forces Driving Corporate Sustainability

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

  59. Today's Markets

    A Timeline for Economic Recovery


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