NOW LIVE

Four for the Quarter: Top questions investors are asking right now

Timely insights from the Chief Investment Office exploring the market trends, investment opportunities and portfolio risks to watch for in Q3

In this lively conversation focused on Q3, Chief Investment Officer Chris Hyzy and Senior Investment Strategist Lauren Sanfilippo address the questions they’re hearing most from investors in Q3 about the markets and economy. Building on insights from the Chief Investment Office and themes highlighted throughout the 2026 Midyear Outlook, the discussion examines the developments influencing investor sentiment, market performance and portfolio decisions.

Whether you are evaluating potential investment opportunities, monitoring market risks or assessing your portfolio’s positioning, this conversation provides context and actionable perspective on the issues shaping the current investment landscape.

Topics explored:

  • Geopolitical uncertainty and possible volatility
  • Shifting equity market leadership and potential market opportunities
  • Artificial intelligence and long-term growth themes
  • Interest rates, yields and fixed income considerations
  • Asset allocation and portfolio strategy insights

Featuring:

Chris Hyzy Headshot

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Read full bio
Lauren Sanfilippo Headshot

Lauren Sanfilippo

Senior Investment Strategist
Chief Investment Office
Merrill and Bank of America Private Bank

Read full bio

And don’t miss the 2026 Midyear Outlook webcast from the Chief Investment Office for more timely expert views on what’s ahead for investors as 2026 continues to unfold.

A Private Wealth Advisor can help you get started.

Our advisors can help you follow your passions, build a legacy and have a positive impact on others.
Find an advisor

Explore more of our latest thinking

Market briefs

CIO Market Update Audiocast Series

  • latest thinking/research insights/markets

Capital Market Outlook

Investment, insurance and annuity products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

9036786-EXP-2028-01-31