Midyear Outlook 2022: Turning volatility into opportunity

Episode length 40:23


Merrill Perspectives

Could inflation in the U.S. be reaching a peak? Where could the war in Ukraine go next? What sectors of the equity market look most attractive — and what signs should investors watch for between now and the end of the year? Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, explores these questions and more in this midyear check-in.

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Midyear Outlook: Turning volatility into opportunity

Chris is joined by a number of experts, including special guest Ian Bremmer, president of Eurasia Group and GZERO Media and a leading authority on geopolitics. They unpack recent global events and trends, including developments in the Russia-Ukraine war and the U.S-China relationship.

Chris is then joined by two experts from BofA Global Research for a look at the U.S. markets and economy. They weigh in on whether a recession could be ahead – and what sectors and types of companies currently look most attractive.


For the final segment, two market strategists with the Chief Investment Office (CIO) join Chris to discuss portfolio strategies investors could consider now and offer timely ideas around asset allocation, diversification and generating investment income.

You can also watch the webcast version of this program here.

And for more insights from the CIO, read the article Midyear outlook: What's next for the markets and economy? and also the report From The Great Separation To The Reset Period.

Ian Bremmer, Eurasia Group and GZERO Media are not affiliated with Bank of America Corporation.