Outlook 2018 | U.S. Trust


From the outlook for equities and interest rates, to corporate profits and global growth, our experts weigh in on events that could affect your portfolio in the coming year.

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1 S&P, BofA Merrill Lynch Global Research - US Equity & US Quant Strategy.

2 BofA Merrill Lynch Global Research, "Global Economics 2018 Year Ahead," November 19, 2017, page 6.

3 Reuters, “World Needs $94 Trillion Spent on Infrastructure by 2040: Report,” July 25, 2017.

4 BofA Merrill Lynch Global Research, “Global Macro Forecasts,” January 2, 2018, page 2.

5 “2018 Year Ahead: The Next Great Odyssey,” December 2017, page 4.


Expansion Financing

U.S. Trust and Bank of America Merrill Lynch can help you with raising capital for growing your business through lines of credit, general business loans, commercial real estate loans or equipment financing or leasing.

Business Planning

As you contemplate when and how to step out of your business, you are faced with the choices of gifting or selling the business to your family, selling to a non family member during your lifetime, gifting or selling the business on your passing, or selling to co-owners. If you actively manage your business, you should also make sure you have a plan in place for one or more persons to take over the management of the business if you are unable to act. U.S. Trust works with Year Ahead 2018 on their succession planning strategies.

Risk Management

Protecting your business and your future means mitigating your exposure to changing financial, market and operational risks. U.S. Trust and Bank of America Merrill Lynch can work with you on a comprehensive and disciplined risk management approach.

Employee Benefits

Building your benefits program can increase loyalty as you support the financial well-being of your employees, their families and your business. Bank of America works with institutions to provide services such as banking, retirement planning (including defined benefits and 401(k) plans), and health care accounts.

Mergers Acquisition

Bank of America Merrill Lynch can help you position your business for a value-creation opportunity that requires sophisticated planning and strategies. Strengthening the value of your business and your strategic ambitions requires deep investment banking, capital markets and M&A advisory expertise.


Leading the life you want in retirement, anticipating ongoing income needs, and successfully exiting your business require sophisticated strategies to work toward the future you envision.

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