Bank of America has released three big Trades For 2017 and one of them in particular excites us. Buy cyclical stocks, sell defensives, buy small-caps and have an allocation to Japan, those are Bank of America Merrill Lynch’s research investment committee investment views for 2017. DB: 2017 High Yield Market Likely Different From 2016 “High Yield is Good Yield” Environment Leaders In Artificial Intelligence In 2017: Microsoft, Amazon, IBM Moody’s: E&P Earnings Will Grow 30% In 2017 These investment themes for 2017 are shaped by a mix of the policy changes likely to emerge from the new leadership in Washington…
BOA: Three Major Trades For 2017
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