Strategy Insight
Fall Of Assad: A Hot Take
The extraordinary fall of Bashar al-Assad has taken mere days. The Islamist Hayat Tahrir al-Sham (HTS) - made up of the remnants of Al Qaeda (!) - has taken effective control of the country. What are the implications for global investors?
BCA Research | GeoMacro 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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