by Savita Subramanian, Chief U.S. Equity Strategist, BofA Securities
Copyright © BofA Securities - Global Research
Related Posts
Market leadership and concentration risk: Insights from Jurrien Timmer - December 22, 2025
by Fidelity Investments Fidelity’s Director of Global Macro, Jurrien Timmer, shared his insights on market leadership, concentration risk,…
Equities: Stay Invested, Stay Diversified
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Looking back over the past year and…
The Golden Ascent
We examine what’s driving gold’s ascent — from central bank reserves to portfolio hedging — and why it can play a strategic role for investors.
The Economy is Red Hot, Posting Biggest Growth in Two Years
by Hubert Marleau, Market Economist, Palos Management As a rule, the financial markets respond to macroeconomic forces like…
51% Higher and Still Climbing: First Quantum Flashes Bullish Signals
by SIACharts.com Yesterday, the focus was on the copper name Rio Tinto, which has exhibited an upside breakout…
Why U.S. Equities Merit Selective Optimism
by Auritro Kundu, VP & Portfolio Manager, AGF Investments Companies with positive earnings revisions, strong free cash flow…
Is Productivity Picking Up?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Above the Noise: Rethinking 2025 narratives
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Benjamin Jones, Global Head of…