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First 200 Days: What Investors Need to Know

Photo of the Washington, D.C. skyline at dawn, with views of the Lincoln Memorial, Washington monument and Capitol building.

While 2020 brought tremendous disruption to our lives, 2021 could well be a time of transition and renewal, notes Candace Browning, head of BofA Global Research.  And the changes unfolding over the next few months could have important implications for the economy, the markets and our financial lives.

First 200 Days: What Investors Need to Know

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First 200 Days: What Investors Need to Know

In this wide-ranging conversation, Browning and her co-hosts, Chris Hyzy, Savita Subramanian and Ed Hill, unpack the core policy priorities of the new Biden administration—including a major stimulus plan, and climate change and infrastructure initiatives—and how these might affect different sectors of the economy.

They discuss what’s most needed to spur economic growth and point to positive developments they’re watching for. These include a surge in consumer spending on services as the economy reopens, a pick-up in capital expenditures (CapEx) by businesses, and the continued “reshoring” of supply chains and jobs back to the U.S.  They also explore the shifts we could see in the U.S.-China relationship and how that might affect the technology race between the two countries.  And they conclude with important insights on what all these changes could mean for the markets and how investors think about opportunities and risks in 2021 and beyond.

HOST:

Candace Browning

Headshot of Candace Browning

Head of BofA
Global Research

HOST:

Edward J. Hill

Headshot of Edward J. Hill

Senior vice president
and public policy executive
for Bank of America

HOST:

Christopher M. Hyzy

Headshot of Christopher M. Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

HOST:

Savita Subramanian

Headshot of Savita Subramanian

Head of U.S. Equity & Quantitative Strategy
and Head of ESG Research
for BofA Global Research

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