The U.S. quantitative strategy team at BofA Securities has a new report out called Five themes and how to play them, providing investors looking for bargains with a host of stock ideas to watch amid ongoing market volatility. The five themes are de-globalization, changing market leadership, inflation, cost of capital shock and productivity. The pandemic highlighted the fragility of global supply chains and this, combined with U.S./China geopolitical tensions, leads BofA to expect a re-shoring of production capacity into the U.S. and developed world. The stocks where revenues are most likely to benefit from rising investment in non-residential fixed investment...