Changes are coming to our lives and world that may rival the industrial and internet revolutions. Jeremy Schwartz and Kara Marciscano discuss the BioRevolution already underway and identify the range of business sectors we believe are best positioned to benefit.
Following post-COVID-19 lows, there has been an uptick in the level of buybacks within the S&P 500. Against this backdrop, Kara Marciscano makes the case that investors should consider leaning into quality and shareholder yield in the back half of 2021.
Ethereum’s supply mechanism is an evolving feature of the network. As opposed to bitcoin’s supply, it is not deterministic, which make it more difficult to analyze. Blake Heimann provides an overview of the history of Ethereum’s supply and dive into the changes that potentially lie ahead.
Once fears of the delta variant subside and the recovery continues, we believe that small caps may continue as important pieces of the economic recovery. Until then, Brian Manby explains why investors should be wary of prevailing large-cap valuations in their portfolios.
On a new episode of Behind the Markets, Jeremy Schwartz speaks with Savita Subramanian, Managing Director, Head of Environmental, Social & Governance Research and U.S. Equity & Quantitative Strategy at BofA Global Research, about which sectors she favors in today’s market environment.