Emerging Markets Strategy
Special Report
Brazil: Priced For Political Perfection
Brazilian assets are no longer oversold, are not cheap, and the political reality will likely fall far short of market expectations. Investors should continue to avoid/underweight Brazilian risk assets.
BCA Research | Geopolitical Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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