Let’s Talk Investments
Insights on markets, policy and portfolio implications
Navigating the intersection of Washington and Wall Street: Markets, policy and portfolio implications
Watch this series of short videos to hear Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, and Libby Cantrill, Head of U.S. Public Policy at PIMCO, explore how U.S. policy developments, the 2026 midterm elections, artificial intelligence, geopolitics and fiscal policy may influence financial markets and long-term investment opportunities.
With the November 3, 2026 U.S. midterm elections as an anchor, the discussion explores the forces shaping today's investment landscape and what they may mean for investors.
Key takeaways:
- The outlook for the 2026 midterm elections and potential market implications.
- The role of artificial intelligence in economic growth and investing amid heightened scrutiny.
- Geopolitical developments and potential long-term market impacts.
- Consumer affordability trends and the broader economy.
- A range of potential opportunities across asset classes and investment strategies.
- The potential implications of Federal Reserve policy and fiscal debt for investors.
Meet the experts:
Chris Hyzy
Chief Investment Officer for
Merrill and Bank of America
Private Bank
Libby Cantrill
Head of U.S. Public Policy,
PIMCO
Libby Cantrill and PIMCO are not affiliated with Bank of America Corporation.
The views and opinions expressed are those of the presenters as of September 21, 2026, subject to change without notice, and may differ from views expressed by Bank of America Corporation or its affiliates. This is presented for information purposes only and should not be used or construed as a recommendation of any service, security or sector.
Investing has varying degrees of risk, and there is always the potential of losing money when you invest in securities, and future prospects may not be realized.
Past performance is not a guarantee of future results.
Asset allocation, diversification and risk management do not ensure a profit or protect against loss in declining markets.
Equity securities are subject to stock market fluctuations that occur in response to economic and business developments. Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration.
Investments in real estate securities can be subject to fluctuations in the value of the underlying properties, the effect of economic conditions on real estate values, changes in interest rates, and risks related to renting properties, such as rental defaults.