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Monthly Report

Monthly Portfolio Update: A Two-Speed Economy

by Garry Evans, Head of Research Solutions  

Pent-up demand for services is keeping the global economy going, but we still expect recession over the next 12 months. Investors should keep a cautious portfolio stance.

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.

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