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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.

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podcast episode: february 27, 2024

Our intel suggests a long and clear runway for defense spend

Ron Epstein, Senior U.S. Aerospace and Defense Analyst, discusses how geopolitics are leading to bipartisan focus on defense spending and how U.S. Presidential election years tend to be good for defense stocks.

 

Featured Guests

Ron Epstein, Senior U.S. Aerospace and Defense Analyst

A headshot of Robby Ohmes, Senior U.S. Retail Broadlines and Hardlines Analyst
podcast episode: may 02, 2024

Inflation, technology and shifting realities for broadline/hardline retail

General merchandise sales have weakened as consumers battle shelter and food inflation. We discuss the latest trends in retail spend.

 

 

Featured Guest
Robby Ohmes, Senior U.S. Retail Broadlines and Hardlines Analyst

 

A headshot of Michael Gapen, Head of U.S. Economics
podcast episode: march 27, 2024

Sticky inflation and strong labor market don’t imply acceleration of U.S. economy

The latest economic data suggests a reacceleration of the U.S. economy. We forecast higher U.S. GDP growth in '24, lower in ' 25.

 

 

Featured Guest
Michael Gapen, Head of U.S. Economics

 

A headshot of David Hauner, Head of Global Emerging Markets Fixed Income Strategy
podcast episode: march 20, 2024

Rate hikes mostly kept EM markets from emerging, but shifting cycle helps EM

Despite delayed expectations for Fed rate cuts serving as a headwind to the EM rally, we're still bullish over medium-term.

 

 

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

 

A headshot of Dimple Gosai, Head of U.S. ESG Research
podcast episode: march 18, 2024

ESG is evolving, with new disclosure and reporting requirements that will have broad impact.

The ESG regulatory landscape has seen a flurry of initiatives. Michael Littenberg from Ropes & Gray explains which regulations may impact investors.

 

 

Featured Guest
Dimple Gosai, Head of U.S. ESG Research

 

A headshot of Mark Cabana, Head of U.S. Rates Strategy and Michael Gapen, Head of U.S. Economics
podcast episode: february 26, 2024

Slowing the shrink; the impact and impetus behind a QT moderation

The Fed is likely to slow Quantitative Tightening (QT) this year, which, by itself, could mean slightly lower Treasury yields.

 

 

Featured Guests
Mark Cabana, Head of U.S. Rates Strategy

Michael Gapen, Head of U.S. Economics

 

A headshot of Jill Hall, Head of U.S. SMID Cap Equity Strategy Research, Bryan Spillane, Senior U.S. Packaged Food & Beverages, Peter Galbo, Senior Consumer Staples Analyst and Ebrahim Poonawala, Head of North American Banks Research
podcast episode: february 8, 2024

Merger Monday won't take over yet but expect M&A headlines in certain areas

M&A activity is below a 10yr average, but better market performance and cheaper valuations may spur activity in SMID caps, staples and banks.

 

 

Featured Guests
Jill Hall, Head of U.S. SMID Cap Equity Strategy Research

Bryan Spillane, Senior U.S. Packaged Food & Beverages

Peter Galbo, Senior Consumer Staples Analyst

Ebrahim Poonawala, Head of North American Banks Research

A headshot of Haim Israel, Head of Global Thematic Research
podcast episode: december 14, 2023

Water – An expensive problem with cheap solutions

The world's fresh water supply is projected to be depleted by 2040. But solutions are readily available and they aren't terribly expensive.

 

 

Featured Guest
Haim Israel, Head of Global Thematic Research

 

 

 

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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