Stumbling Capital Spending Set to Get Up and Running
After capex rebound, financial and industrial stocks should benefit most, BCA study says.
Tag: Bank of America
Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Market Moves
2021 Economy Won’t Start Off Well, but Last Half Will Be Good, BofA Predicts
Problems like the virus and high joblessness will continue for a while, the bank’s strategists declare.
Risk
BofA: The 3 Market Risks You Haven’t Thought About
One relates to the pandemic, one to politics, and one to federal stimulus.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
Market Moves
ESG-Friendly Stocks Have Done Better in Virus Downturn, BofA Says
‘A bear market necessity’: Higher employee satisfaction is critical factor, the study concludes.
Coronavirus - COVID-19
An Optimistic Jamie Dimon Sees a 3rd Quarter Recovery
JPM chief points to massive Washington relief efforts as the economy’s savior.
Alternatives
ESG Proves to Be Safe Haven During Times of Turmoil
Research from BlackRock, Bank of America shows ESG outperformed during Q1 market meltdown.
Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Why Lower Interest Rates Aren’t Hurting Bank Stocks
Normally, their profit potential would go straight into the garbage. But not now.
Risk
What Does the Population Growth Bust Mean for Investors?
With fewer births to populate tomorrow's workforce, opt for health care and tech stocks, says BofA’s Quinlan.
Asset Allocation
The 60-40 Stock-Bond Asset Mix Is Dead, BofA Warns
Equities will offer better risk-adjusted returns in the future, and bonds will slide, a report predicts.
Market Moves
So, the Bull Market Will Keep Going. No, It Won’t
Optimists and pessimists butt heads amid outflows from equities.
Market Moves
Leveraged Loan Boom Is a Threat, Says BofA Chief
Bank lending to heavily indebted companies will blow up once the economy goes south, Brian Moynihan warns.
Pension Sues Banks over Euro Bond Scandal
Lawsuit accuses Bank of America, Royal Bank of Scotland of rigging European government bond prices.