What’s next after the market swings of the first half of the year? In this short, lively conversation, panelists offer their latest perspectives and actionable moves to consider now.
Topics explored:
- Potential investing opportunities and risks ahead
- Chances of a recession
- Value vs. growth? Equities vs. bonds? U.S. vs. international
- Tariffs and your portfolio
June 23, 2025 at 3 p.m. ET
Expert panelists
Chris Hyzy
Chief Investment Officer
Merrill and Bank of America
Private Bank
Savita Subramanian
Head of U.S. Equity
and Quantitative Strategy
BofA Global Research
Aditya Bhave
Senior U.S. Economist
BofA Global Research
Matthew Diczok
Head of Fixed Income Strategy
Chief Investment Office
Merrill and Bank of America
Private Bank
Marci McGregor
Head of Portfolio Strategy
Chief Investment Office
Merrill and Bank of America
Private Bank
Additional timely insights from our experts
Market decode: Will the U.S. economy enter the “R” zone this year
Join Marci McGregor for insights on the chances of a recession and what the key indicators are telling us.
Market brief: What’s ahead for the rest of 2025
Chris Hyzy offers quick highlights of the CIO’s outlook for the next six months.
What’s up with Treasurys, the deficit and the dollar
In this conversation, Matt Diczok and Chris Hyzy discuss current market conditions and strategies for equities, fixed income and currency valuation.
We're here to help with what's next
No matter where you are in your journey, your advisor will work to make your best interest their best interest so you can move forward with confidence.
The opinions expressed are as of May 29, 2025, and are subject to change.
Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).