MacroQuant
MacroQuant Model Update: Stagflationary Brew
MacroQuant sees the risks to US growth as being to the downside and the risks to inflation as being to the upside. Such a stagflationary brew justifies an underweight on stocks.
BCA Research | Global Asset Allocation
Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.