© Copyright Acquisition International 2025 - All Rights Reserved.

Article Image - Bank of America: Time to Hold More Cash & Gold
Posted 19th May 2015

Bank of America: Time to Hold More Cash & Gold

Within a note sent this morning, Bank of America Merrill Lynch has a warning for investors

Mouse Scroll AnimationScroll to keep reading

Let us help promote your business to a wider following.

Bank of America: Time to Hold More Cash & Gold
Image

Within a note sent this morning, Bank of America Merrill Lynch has a warning for investors:

“Investors remain trapped in “The Twilight Zone”, the transition period between the end of QE and the first rate hike by the Fed, the start of policy normalization…until (a) the US economy is unambiguously robust enough to allow the Fed to hike and (b) the Fed’s exit from zero rates is seen not to cause either a market or macro shock (as it infamously did in 1936-7), the investment backdrop will likely continue to be cursed by mediocre returns, volatile trading rotation, correlation breakdowns and flash crashes. For this reason we continue to advocate higher than normal levels of cash, adding gold and owning volatility in mid 2015. Given extremities of liquidity, profits, technological disruption, regulation, income inequality…potential for a cleansing drop in asset prices cannot be dismissed. Most likely catalysts: Consumer, Rates, A-shares, Speculation, High Yield.”

The note also highlights two interesting disconnects in the markets:

1.  Investors say they are optimistic, but there is a high level of cash on the sidelines
2. U.S. stock prices are at record highs, but equity funds are seeing outflows

Categories: Finance


You Might Also Like
Read Full PostRead - Eye Icon
Protecting Money in the Digital Age
Finance
13/11/2023Protecting Money in the Digital Age

Money Protects is an innovative financial and technology company based in Dubai, focused on providing clients with services relating to managing wealth and ensuring stable finances that will keep them debt free for a sustainable future.

Read Full PostRead - Eye Icon
What is Estate Planning And Why Is It Critical For Property Owners
Finance
20/09/2020What is Estate Planning And Why Is It Critical For Property Owners

Estate planning is essentially critical for those who are property owners in their later years, and there’s some good reasons for that classification too. Here’s why estate planning is critical for property owners.

Read Full PostRead - Eye Icon
Organisational security and the hidden risk
Strategy
20/01/2021Organisational security and the hidden risk

The security needs of businesses vary greatly dependent on the sector they are in. Despite the varying requirements, each business’ broader approach to security should follow a similar format where vital assets – those that needs to be protected - are surr

Read Full PostRead - Eye Icon
Impeccable Level Of Care Without Compromise
Finance
01/04/2020Impeccable Level Of Care Without Compromise

When it comes to looking for a solution that is out of your industry and surrounded by incomprehensible amounts of jargon, navigating a foreign industry can be made that much harder. Demystifying that jargon and delivering challenger banking and payment soluti

Read Full PostRead - Eye Icon
Global Company with a Homegrown Heart
Legal
16/02/2022Global Company with a Homegrown Heart

We take a closer look at ParrisWhittaker in light of it being named Most Outstanding Maritime Litigation Firm 2021 – Bahamas by Acquisition International magazine.

Read Full PostRead - Eye Icon
Deep Expertise In Iraq Litigation
Leadership
23/09/2019Deep Expertise In Iraq Litigation

Dler Law Office is a full service law firm, practicing law in all of Iraq. Recently, we caught up with Founding Partner and AI’s Leading Business and Commercial Litigation Lawyer of the Year, Iraq, Dler Saber who provided us with a detailed glimpse into the

Read Full PostRead - Eye Icon
What Is the Best CRM Platform?
News
28/02/2025What Is the Best CRM Platform?

Customers are at the heart of any company’s mission, but juggling customer interactions across websites, live chats, social media and email can be difficult.  Whether you own a small startup or a large multinational corporation, customer relationshi

Read Full PostRead - Eye Icon
Fox Three Partners, LLC Acquires Walashek Industrial & Marine, Inc.
M&A
26/02/2016Fox Three Partners, LLC Acquires Walashek Industrial & Marine, Inc.

Fox Three Partners, LLC, a private investment company focused on the lower middle market, announced today the acquisition of Walashek Industrial & Marine, Inc. Fox Three partnered with WIM management, Frank and Paula Walashek, in the purchase.

Read Full PostRead - Eye Icon
The Digital Operational Resilience Act: What This Means for the Finance Sector and Its Legacy Technology
Finance
02/11/2023The Digital Operational Resilience Act: What This Means for the Finance Sector and Its Legacy Technology

The main objective of the Digital Operational Resilience Act (DORA) is to strengthen the IT security of financial entities such as banks, insurance companies and investment firms. The EU deems this necessary because of the growing risk of depending on Informat



Our Trusted Brands

Acquisition International is a flagship brand of AI Global Media. AI Global Media is a B2B enterprise and are committed to creating engaging content allowing businesses to market their services to a larger global audience. We have 14 unique brands, each of which serves a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter which is read by a global audience.

Arrow