Quarterly TAA
Quarterly TAA: Automating America
Big Tech and the Trump administration are engineering an industrial boom that favors American hardware over American workers. Economic growth will be robust in the US but the labor market will stay relatively sluggish. Adopt an overweight stance on both equities and fixed income and underweight on cash. Upgrade Canadian equities and downgrade the UK. Upgrade Industrials and downgrade Consumer Staples. Upgrade EM Debt. Downgrade Private Credit.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Global Asset Allocation
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure a global multi-asset portfolio.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.