BofA’s Hartnett: Investors prepare for ‘buy the expectation, sell the fact’
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 09 2025
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Source: SeekingAlpha
Bank of America's Investment Strategy Shift: Bank of America has altered its investment strategy for 2025, favoring bonds over equities and international stocks over U.S. stocks, while also recommending gold over the U.S. dollar due to anticipated market changes stemming from U.S. exceptionalism and populist policies.
Market Risks and Economic Outlook: The outlook includes concerns about slowing U.S. GDP growth, potential tariff increases on China and the EU, and high global debt levels, which could lead to significant market disruptions if asset prices decline sharply.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
