Head of Thematic Investment Strategy for Bank of America Merrill Lynch to speak

Head of Thematic Investment Strategy for Bank of America Merrill Lynch to speak


Sarbjit Nahal 1d3d8caHead of Thematic Investment Strategy for Bank of America Merrill Lynch to speak

Rapidly changing global trends that influence everything from Wall Street to Main Street will be the focus of the internationally known economist who will address the Antelope Valley Business Outlook Conference in Lancaster, Friday, Feb. 26, 2016.

The Antelope Valley Board of Trade announced (day) that London-based Sarbjit Nahal, Managing Director and head of the Thematic Investing Strategy team at Bank of America Merrill Lynch Global Research, has accepted an invitation to speak at the annual regional conference. His appearance is sponsored by BofA Merrill Lynch.


Nahal’s  global strategy team works to implement the enterprise-wide “A Transforming World” framework, centered on earth, government, innovation, markets and people. The research addresses from perspectives of both opportunity and risk what are called “thematic issues.” Included among those are: Education, energy efficiency, extreme weather and climate change, longevity, obesity and health & wellness, safety / security, waste and water.

AV Business Outlook Conference Committee Chairwoman Kelly Kennerknecht credited Nahal’s appearance in the Antelope Valley to the work of Robyn Lawhon and Joshua Stern of the Merrill Lynch office in Lancaster.

Nahal, who also sits on Merrill Lynch Global Wealth & Investment Management’s Environment, Social and Governance (ESG) Core Council. He is frequently interviewed on TV and radio business channels, and by print journalists.

Prior to joining BofA Merrill Lynch in 2010, he was Head of Thematic Investing at Société Générale and Crédit-Mutuel-CIC, and held positions at Vigeo, the International Council on Human Rights Policy, and Pensions Investment Research Consultants. He holds a Masters in Law from the University of London; a JD/Bachelor of Laws from Osgoode Hall, York University,) and Bachelors in History from the University of Toronto.

At Bank of America Merrill Lynch’s Global Research Unit, Nahal has spent years monitoring global economic, political and cultural trends in order to build the best thematic recommendations. So-called ‘megatrends’ have helped the banking group identify some of the strongest investments out there, which have been popular with its investment bank and asset management clients.

Nahal was quoted as saying, “We have tackled seven ‘bigger picture’ global megatrends, which tie strongly into the enterprise-wide investment themes ‘earth’ (energy efficiency, extreme weather and climate change, waste, and water) and ‘people’ (education, obesity, health and wellness, safety and security), as well as ‘innovation’, ‘government’ and ‘markets.”

This has resulted in Bank of America Merrill Lynch buying stocks in companies that give entry points to key themes such as energy efficiency, including firms dealing in automobiles, building, industrials, IT, lighting and LEDs, energy storage, and transport.



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