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The big shift: New market forces and ways to prepare, part 1

The war in Ukraine is just one of several events reshaping global markets. Here, we explore the forces driving change around the world and what it could mean for investors.

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April 18, 2022

Merrill Perspectives

Rising energy and commodity prices, geopolitical tensions, de-globalization, a big pivot in monetary policy. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, explores these and other important global shifts in the first episode of this two-part podcast.

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The big shift: New market forces and ways to prepare, part 1

Chris speaks first with Ian Bremmer, president of Eurasia Group and GZERO Media and a leading expert on geopolitics, for his insights on the major events and trends happening around the world, including the Russia-Ukraine conflict, the U.S.-China relationship, technology and climate change.  Chris is then joined by Michael Hartnett, chief investment strategist for BofA Global Research, on why he thinks we’ve entered a “new era” for the global economy and financial markets, and what that could mean for U.S. and global equities.  Michael also offers four key investment themes for the future.

 

Be sure to listen to part two, where Chris and other experts discuss the big shifts they’re seeing in the U.S. economy and markets and offer portfolio insights and ideas you could consider now.

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