Now is not the time to own bonds, says Bank of America. These are safer bets.
Affected assets and topics
MARKET
Why it matters
Bank of America advises investors to avoid bonds in favor of international stocks, emerging markets, and gold, expecting these assets to perform well in the second half of the 2020s.
Article tone
Neutral
How the article is written, as reported by the source.
Expected market reaction
Market impact analysis based on bearish sentiment with 90% confidence.
Evidence trail
Evidence
Source
MarketWatch
Claim
Now is not the time to own bonds, says Bank of America. These are safer bets.
AI inference
Bearish · 90%
Generated
2026-01-23 16:32
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 36505
Original source
International stocks, emerging markets and gold will shine in the second half of the 2020s, as investors have made clear that it’s time for anything but bonds, Band of America says.
Read the full article on MarketWatch
Original article published by MarketWatch on January 23, 2026. Analysis and insights provided by AnalystMarkets AI.