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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.
bofa global research
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
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
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
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
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
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
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
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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