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Global Research and Market Insights

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

May 03, 2026

Must Read Research: AI reshaping work rather than ending it.

This week, we get out of the gate discussing the well-trodden AI debate and why we believe it's likely to reshape work rather than end it. S&P earnings beats coming in at a faster clip than usual, but even though Medicaid managed care stocks got off to a slow start, we see a faster pace of growth ahead.

 

Also featuring commentar­­y from our economists 

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Solid short game after a booming drive

Golf continues to grow in popularity, and we believe it is a leisure segment that is in a healthy position.

2 min read
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10 Micro Themes for 2026: Acquisitions and AI are just the beginning

From M&A and AI to industrial and consumer trends — we spotlight 10 themes with broad implications shaping the market landscape

2 min read
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Unicorns, Decacorns and Hectocorns

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

2 min read

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Unlock liquidity, achieve market-leading outcomes and chart the right path with nuanced insights tailored to your goals.

Transforming Japan

With Japan poised for growth, global investors and corporates can capitalize on this compelling opportunity. Explore key insights from our local leaders and Global Research analysts.

Institutional investing insights

Chart the right path with nuanced perspectives and analysis.
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Global trends need global vision

Each week, our analysts discuss what’s emerging in global markets on the Global Research Unlocked® podcast.

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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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