bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

July 14, 2024

Must Read Research: Concentration is key

They say ‘concentration is key’, but it can make outperforming stock benchmarks hard. This week we discuss how equity market leadership can broaden, why concerns over shipping costs might create opportunity in consumer stocks and hone in on reasons for Latin America equity weakness.

 

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.

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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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