Dossier
BofA Global Research
Coverage of BofA Global Research in the Nexus archive.
- Energy security fears drive global surge in orders for Chinese storage firms
Energy security concerns are driving a surge in global orders for Chinese energy storage companies, with over 25 gigawatt-hours of capacity planned for the US and Europe. The demand is linked to supply chain disruptions from Middle Eastern conflicts and the need to modernize aging energy grids in developed markets.
- Fund Managers Boost Stock Allocations by a Record in BofA Poll
Fund managers have increased their stock allocations by a record amount according to a Bank of America poll. The increase in stock allocations indicates a positive outlook on the market. This shift in allocation strategy may impact market trends and investor decisions.