Bank of America’s top investment strategist advises shifting focus toward "Main Street" sectors. This strategy prioritizes financials and real assets over Big Tech and global elites. Changing political and market dynamics position these cash-flow-driven sectors to outperform.
The bank’s status as a major lender aligns with this perspective. Bank of America earnings depend on interest income and loan growth. Leadership identifies financials and real assets as potential standouts while many investors remain focused on technology and growth.