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BofA Global Research · Investment

Global Research Unlocked

Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.

Episodes

Junk food nation increasingly lifting “workout” shakes

Europe answers on defense spending, leading to questions on US impact

Tech-forward Dubai a compelling backdrop for discussions on AI, Blockchain

Global Takes from the Investor Summit in Dubai

Improving small biz could be good news for software but bugs lurk

Alternatives to US markets EMerge strong out of the ’25 gate

A Ukraine ceasefire would lead to a pipeline of commodity opportunities

Investors so enamored with the US may want to find another Valentine

US growth to remain strong in 2025, other economies can positively surprise too

The sun hasn’t set on renewables

Programmatic ad spend continues to find new plot lines, characters

Interest rate path is a winding two-way street

Change in inflation trend has central banks buying gold, households could be next

High yield boom can get loud with election clarity but rates must cooperate

Rising insurance prices becoming as dependable as active storm seasons

Japan conference reinforces view there’s another leg higher for markets

The persistent pursuit of megawatts; meeting today’s energy demand

Pleasant views from the Global Real Estate conference

Rate cuts are underway but home buyers await more

Rate cuts to boost some construction segments with a lag

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