bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

June 22, 2025

Must Read Research: Shifting gears to international equities

Markets are shifting gears to favor international equities, but we discuss why the U.S. remains very much in the race. This week, we unpack how fund managers’ overall sentiment is middle of the road despite 20-year lows in U.S. dollar sentiment and discuss why hedges could make sense in an AI-fueled buy-the-dip environment.

 

Also featuring commentary from Global Economic Weekly

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About Global Research

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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