You're invited to an exclusive lunch featuring BCA's Chief Strategist - Global Investment Strategy, Peter Berezin Back in 2022, when most strategists were expecting an imminent US recession, Peter ...

Dhaval excels in complementing economic and financial analysis with real world applied investment disciplines such as psychology, behavioral finance, non-linear systems, complexity, and fractal ...

The Q1 US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and contracted -0.3% annualized, led by a sharp slowdown in net exports. Consumption ...

"The BCA Global Investment Strategy offers us a comprehensive and original top-down approach. They are not afraid to challenge consensus and are always thought-provoking.” Partner, Marshall Wace "BCA ...

Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation.Consumer and business confidence have plunged as policy uncertainty and inflation ...

Our tactical framework highlights how financial conditions and economic surprises interact, where growth often sows the seeds of its own demise. Markets price expectations efficiently but lack perfect ...

Key Topics for China Investment Strategy Virtual Roundtable. China’s economy and equity market have increasingly diverged, with new economy sectors and tech stocks outperforming, while the broader ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...

Seats are limited so reserve your spot today! Date: Tuesday, February 11, 2025; Time: 12:00pm - 1:30pm; Location: Balboa Bay Resort, 1221 West Coast Highway, Newport Beach, CA 92663 ...

President Trump’s inaugural speech outlined his second term agenda. The theme was that the US will become “far more exceptional” than it already is. Trump pledged to reverse America’s decline, ...

BCA Research is the leading independent provider of global investment research Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment ...