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Global Research and Market Insights

Candace Browning, Head of BofA Global Research
Candace Browning
Head of BofA Global Research

March 01, 2026

Must Read Research: Successful investing is anticipating the anticipations of others.

As Keynes observed: "Successful investing is anticipating the anticipations of others". This week we look at where some big changes are unfolding: a regime pivot in the second half of the 2020s, signs of a broadening global recovery, pushback against AI doomsday narratives, and a shifting media landscape that could contribute to what could prove to be a costly media rights renegotiation.

 

Also featuring commentar­­y from our economists

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In The Private Companies Primer, we discuss why high-value companies are staying private longer.

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Our award-winning analysts, supported by our BofA Data Analytics team, provide insightful, objective and in-depth research to help you make informed investing decisions. We service individual investors and a wide variety of institutional money managers including hedge funds, mutual funds, pension funds and sovereign wealth management funds.

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