bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

June 15, 2025

Must Read Research: Defense wins championships

Defense wins championships — and lately, its winning headlines, fund flows, and investor mindshare. This week, we explore what’s fueling renewed interest in Defense, break down the drivers behind inflecting grid and power infrastructure capex, apply a proprietary lens to potential bank M&A targets, and reassess the fundamentals behind Emerging Market outperformance.

 

Also featuring commentary from Global Economic Weekly

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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.

About Global Research

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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