Check out Chief GeoMacro Strategist, Marko Papic, on CNBC discussing how rising geopolitical tensions could affect commodity prices. 📹: https://lnkd.in/ea3yXeZG #bca #macroeconomics #commodities #geopolitics #globalmarkets #CNBC #MarkoPapic
BCA Research
Financial Services
Montreal, Quebec 44,845 followers
Independent Research Services for Institutional Investors Worldwide www.bcaresearch.com
About us
BCA Research is a leading global provider of independent investment research. Since 1949, BCA's mission has been to support its institutional clients to make competitive investment decisions through the delivery of leading-edge analysis and forecasts of all major asset classes and economies. BCA aims to educate, inform and stimulate discussion through the application of thorough, clear and thought-provoking research. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. The firm maintains a head office in Montreal, with local offices in London, New York, San Francisco, Hong Kong, and Sydney. To request a complimentary report or trial subscription, please contact us at bcaresearch.com/explore-our-research.
- Website
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http://bcaresearch.com
External link for BCA Research
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Montreal, Quebec
- Type
- Privately Held
- Founded
- 1949
- Specialties
- Foreign Exchange, Equities, Fixed Income, Commodities and Energy, Emerging Markets, Trend Forecast, Geopolitics, Frontier Markets, U.S. Sub-Sectors, Asset Allocation, Bond Market, Macroeconomics, Economic Forecast, Central Banks, Treasury, Asset Management, Institutional Investment, Alternative Investment, Private Equity, Wealth Management, China Economy, EMEA Economies, APAC Economies, US Economy, Investment Markets, Private Markets, Private Credit, Family Offices, Macroeconomics, and RIA
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Employees at BCA Research
Updates
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BCA Research reposted this
Refreshingly different #discretionary #macro #strategy report - the latest edition from BCA Research Marko Papic - if you want to know what is going to go ”to the moon” and which macro #trades to open or close to create #alpha feel free to reach out or book an intro call - #geomacro is #different
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🎉 Celebrating Our Team at BCA Research! 🎉 At BCA, our strength lies in the incredible talent and dedication of our team. Today, we want to take a moment to recognize and congratulate the employees who have truly embodied our core values of Client-centric, Curious, Bold, Humble, and Scientific. 🙌 Congratulations to George Androvitsaneas, Catherine Aznaran CRHA, Dulce Cruz, Matthew Gertken, Roukaya Ibrahim, Jonathan LaBerge, CFA, Mallory Jolly, Maria Parra, Andrew Tobin, and Gael Mackenzie! #goBCA #leadership #corevalues #teamwork #companyculture
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BCA Research reposted this
Claudia Sheinbaum officially became Mexico's new president amid significant market pessimism. What are the institutional and economic repercussions of her party’s constitutional reforms? Will President Sheinbaum’s policies deviate from the previous administration? How will the Mexican economy fare in the face of a possible slowdown in the US? Taking these all together, has Mexico’s star status among Emerging Markets faded away? In our latest BCA Research report, we explore these questions and the short-to-medium-term trajectory of Mexican financial markets. Clients can read the full analysis by accessing the following link: https://lnkd.in/gN7iKh4a
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US Equity Chief Strategist, Irene Tunkel, CFA, says the Fed's recent rate cut move is to normalize rates, but is also worrying due to employment concerns. Irene notes that achieving a soft landing is challenging due to the blunt nature of interest rates and their long, variable effects. Watch the full video on ausbiz: https://lnkd.in/ePwc5FWg #macroeconomics #usequities #interestrate
Stay defensive and avoid these global stocks on ausbiz
ausbiz.com.au
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BCA Research reposted this
【Global Politics, The US Election, And Investment Impacts: 2025 And Beyond】#MemberExclusive 👉👉 Register via our website 🔗 https://bit.ly/4edOhaQ Come join us for an enlightening #webinar co-hosted by CFA Society Hong Kong and CFA Society Singapore on 4 October titled “Global Politics, The US Election, and Investment Impacts in 2025 and Beyond”. During the event, Mr. Matthew Gertken, Chief Strategist of Geopolitical Strategy and US Political Strategy at BCA Research, will delve into key issues on this topic, including: 📌 Global multi-asset portfolios experience a range of impacts from political and geopolitical trends that affect the macroeconomic outlook. 📌 Is there a reliable framework for interpreting these impacts? What can investors learn from recent case studies? 📌 What is the current macroeconomic outlook for 2025 and how is it shaped, or not, by politics and geopolitics? And more. 📅 4 October 2024 (Friday) ⏰ 9:00 AM - 10:00 AM HKT 📍 Zoom 💰 Complimentary to Society members only #CFASocietyHongKong #CFAEudcation #CFA #Politics #Election
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BCA Research reposted this
US nuclear energy is generating a lot of excitement (Three Mile Island most recently). But the truth is…the industry is experiencing decaying dominance! Our latest coverage, by myself and Jérémie Peloso, CFA, details more, so reach out. That said, there will still be winners amid renewed interest in US nuclear energy. US utility companies will benefit the most, especially with tailwinds like GAI-driven energy demand and defensive market positioning into year end. Our thematic watchlist generated with BCA Research’s Equity Analyzer has been on a tear through 2024. We believe it has room to run higher (chart). Want more? Screen on the watchlist across our 30-factor model for more insight. Best buys? Filter on the BCA Score...(figure). Equity Analyzer clients, access our thematic watchlist here: https://lnkd.in/ensFXXRB Still not using Equity Analyzer? Your account manager is waiting to put you on trial. New to BCA Research? Start here: https://lnkd.in/e66ivyxU #NuclearEnegery #PoweredByEquityAnalyzer
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BCA Research reposted this
When Arthur Budaghyan and the BCA Research #emergingmarket team change their view #assetallocator should take note #equities #china #stimulus #macro - for access to our Emerging Market research please get in touch
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BCA Research reposted this
Data is crucial for navigating #PrivateMarkets. Data quality remains a challenge even in public markets, which is why BCA Research prioritizes it across all our analyses. We are expanding our #PMA toolkit and excited about our new partnerships!
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BCA Research reposted this
#Fed #Softlanding #US #Equities Will the Fed succeed in keeping the economy warm? I think that the Fed's tools are blunt, and a sustainable soft landing is more luck than skill. Below is a link to my interview with Yahoo! Finance. https://lnkd.in/eTGMVSMm BCA Research Jose Yanes Julian Felipe Coy Arias