Market Focus
An Equity Factor Rotation Is Coming
The COVID-19 pandemic has had a profound effect on the dimensions of the equity market. Investors witnessed the substantial underperformance of value vs. growth, cyclicals vs. defensives, and small vs. large caps earlier this year; the latter two trends…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.