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“The outcomes of Brexit and the U.S. election have brought fundamental change, which equates to investor opportunity,” said Candace Browning, head of BofA Merrill Lynch Global Research. “If investors choose asset classes, sectors and stocks carefully, they can meaningfully outperform the market. 2017 could be the year of the active investor.”
Key Themes:
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S&P year-end target 2300
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Fundamental investors to outperform the market
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Focus on higher dividend growth companies
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Return of value investing
"We still think dividends are a very important part of the investment decision. But where you get your dividends will matter, and we prefer companies that are growing their dividends to those are simply paying out the maximum level of their earnings as a dividend."
Michael Hartnett
Chief Investment Strategist, BofA Merrill Lynch Global Research
