Investment Research for Financial Advisors & Wealth Managers

Macro Research For Wealth Managers

Keep Clients Invested Through Market Uncertainty

Turn macro insight into clear portfolio decisions and client-ready guidance—so you can navigate volatility with confidence.

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Trusted by

2000+ Clients

Managing $34T in AUM, with an average client relationship of 12 years

Over

75 years

of independent macro leadership

With

20 Senior Strategists

and over 60 researchers across global markets

Unbiased Research

no trading, no asset management, no banking

BCA delivers forward-looking macro insights that help wealth managers:

Navigate economic cycles, inflation, and policy shifts

Strengthen strategic and tactical asset allocation decisions

Identify risks and opportunities across asset classes

Maintain discipline during volatile market conditions

Communicate market views clearly and confidently to clients

Our research turns complex macro trends into clear, actionable perspectives you can use in both portfolio decisions and client conversations.

Who We Work With

BCA supports wealth managers across a wide range of advisory models—from large institutions to independent firms—helping teams deliver consistent, informed guidance across diverse client portfolios.

Financial Advisors & RIAs

CIOs & Investment Committees

Research & Due Diligence Teams

BDs, Private Banks & Wirehouses

Institutional Wealth Platforms

Portfolio Managers

What You Get

Turn macroeconomic complexity into clear, actionable portfolio strategy.

BCA helps wealth managers translate macro trends into portfolio decisions—while providing the clarity needed to communicate those decisions effectively and keep clients invested through market volatility.

Decision-ready macro insights for strategic and tactical asset allocation

Clear, client-ready narratives you can use directly in conversations

Cross-asset analysis across equities, fixed income, currencies, and commodities

Proven frameworks for cycles, inflation, and policy

Independent research with no conflicts of interest

Direct access to senior strategists for context and discussion

“We are on the frontline of daily economic data releases, central bank meetings, and our position at the intersection of all other strategies allows us to offer unique cross-asset observations. Our mandate is unconstrained.”

Felix-Antoine Vezina-Poirier, Strategist, Daily Insights

Felix-Antoine Vezina-Poirier

Chief Strategist | Daily Insights

Felix helps investors stay ahead of fast-moving markets by cutting through the noise of daily economic data and central bank communications to identify what actually matters for portfolios. His work...

Peter Berezin

Chief Economist & Head of CoreMacro | Global Macro

Peter is BCA’s Chief Economist and Head of CoreMacro. He leads the firm’s efforts to analyze global macroeconomic trends and their implications for financial markets. He also designed the firm’s...

Doug Peta

Head of Essentials

Doug Peta helps investors efficiently apply macro analysis to their investment processes. His approach to investment strategy is founded on the study of cycles and is meant to cut through the barrage...

Nov 2025

Removal of Maduro

Our Geopolitical Strategy work anticipated Maduro’s ouster as early as August and, by November, pointed to removal without a large-scale U.S. troop deployment. That scenario crystallized on January 3, 2026, when US special forces captured Maduro in Caracas.

July 2025

Short Brent crude

Commodity & Energy Strategy argued that bearish demand fundamentals would continue to push down crude oil prices in H2 2025, with geopolitics playing less of a role.

Feb 2025

Overweight European banks

European Investment Strategy initiated an overweight in European banks on February 21, 2025, and doubled down on their cyclical appeal even after the sector had already rallied. The position returned 32%.

View all our Calls

Latest Research

In this report, Martin Barnes, BCA’s Emeritus Chief Economist, reflects on the rise in US government debt, dollar strength, and profit margin expansion that has occurred over the past 25 years. He arg…

An acute shortage of AI hardware will support tech stocks into year-end. However, AI companies may need to ultimately generate $10 trillion per year in revenue to justify their capex. Barring a massiv…

Aug 18, 2026

Sweden And Norway: A Reversal Of Fortunes

European Investment Strategy

by Jeremie Peloso, Artem Sakhbiev, Menglin Ji

The war in Iran and the energy shock are driving a reversal of Nordic fortunes: Sweden’s recovery is faltering just as Norway receives a welcome energy windfall. Favor Norwegian over Swedish equities…

Keep Clients Invested Through Market Uncertainty

Why Wealth Managers Rely on BCA for Macro Insight