The Era of Transformation Part 1: R You Ready?

Merrill maintains a constructive outlook on equities, advising investors to buy on weakness while diversifying into cyclical sectors and AI-enabled infrastructure. Despite high policy uncertainty, solid fundamentals and double-digit profit growth are expected to drive the market.

Key Takeaways

• 1.Maintain an Equity overweight and buy on weakness, supported by resilient consumers and record profits.
• 2.Economic policy uncertainty is historically high, but productivity and infrastructure investment provide long-term growth potential.
• 3.Diversification strategy includes rotating into Small-caps, Emerging Markets, Industrials, Utilities, and Financials.

Table of Contents

• Macro
• CIO Key Considerations
• CIO Portfolio Strategy
• Equities
• Fixed Income
• Alternative Investments (Alts)
• What Is The Next Move?
• Index Definitions
• Important Disclosures

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