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Bank of America

In PWD coverage since August 14, 2026 · 13 stories

2Deals on our tracker

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Aug 17, 26Deal announced — coverage

Jul 21, 26Fund launchWellington Management · Merrill Lynch · Blackstone · Vanguard Group

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portfolio

The yield dip is a repricing window for advisors

Fund managers are at their heaviest equity allocation since 2021 while flagging bond yields as a top risk—the Treasury buyback dip is the moment to reprice duration.

products · Aug 20World Bank's $4 billion bond shows sustainable credit clears at scale

the_wrap · Aug 19Transition finance puts a price on hard-to-abate steel

the_wrap · Aug 19Private credit finds its liquidity valve in CLOs

practice · Aug 18Most of the $124 trillion transfer lands with women

practice · Aug 18Edward Jones's $5,000 digital pilot takes aim at the next generation

products · Aug 18Reach Capital closes $265 million fifth fund for inclusive AI

transition · Aug 18Bank of America's $250B plan puts energy, minerals at transition's core

the_wrap · Aug 18Carlyle, CVC, Golub lead Creditflux's July CLO rankings

the_wrap · Aug 18Mountain Point prices second CLO, keeps BofA as arranger

direct_lending · Aug 18CIFC and Palmer Square price third CLOs of 2026 at 121 bp

transition · Aug 17Citi widens its sustainable-finance rules with $650 billion already counted

RIA · Aug 14Vanguard's private-fund launch bypasses RIAs for Merrill, BofA

Bank of America

The yield dip is a repricing window for advisors

The Morning Brief