Global trends need global vision

Listen and subscribe to Global Research Unlocked™, a podcast from BofA Global Research.

 

Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging—from risks and opportunities to growth themes like AI and energy transition.

For a full inventory of the Global Research UnlockedTM podcast series access your favorite podcast provider.

podcast episode: february 26, 2025

Alternatives to U.S. markets EMerge strong out of the ’25 gate

Many emerging markets (EM) have performed better than U.S. markets YTD. We discuss the investment case for emerging markets.

 

 

 

Featured Guest
David Hauner, Head of Global Emerging Markets Fixed Income Strategy

podcast episode: january 23, 2024

Investors so enamored with the U.S. may want to find another Valentine

There is elevated investor bullishness for the U.S., yet there's much that can go right for non-U.S. markets.

 

 

 

Featured Guests
Elyas Galou, Market Strategist
Alex Cohen, FX Strategist

podcast episode: january 7, 2024

Optimistic on U.S. growth for 2025 with productivity improvement a key driver

The U.S. growth story should continue to standout, but there are other compelling economic growth stories too.

 

 

 

Featured Guests
Claudio Iriogyen, Head of Global Economics Research
Aditya Bhave, Senior U.S. Economist

podcast episode: december 11, 2024

The sun hasn’t set on renewables

Subsidies for renewables could phase out under the Trump administration, but there are other positive drivers for resi solar and nuclear.

 

 

 

Featured Guest
Dimple Gosai, Head of U.S. Clean Energy

A headshot of T.J. Thornton, Head of Product Marketing and Predictive Analytics.

Podcast Host: T.J.Thornton, Head of Global Product Marketing, BofA Global Research

Global Research UnlockedTM is hosted by T.J.Thornton. As head of Global Product Marketing, T.J. is attuned to the key debates across global markets and the areas where Global Research has particularly differentiated views. Through the daily morning call, his publication of collaborative research reports, weekly Must Read Research, the Spotlight Series and via podcasts, T.J. helps to deliver these key messages to key constituencies, from institutional salespeople, to financial advisors to curious members of the general public. T.J. has 15 years of experience in running product marketing, having previously worked at Morgan Stanley and Jefferies.

 

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