Re-Examining The Cyclical Vs. Defensive Equity Trade-Off

29 Mar 2016

Renewed strength in the U.S. equity market sponsored by another round of global monetary easing has revived the debate about whether it is finally time to transition out of our <i>alpha</i>-generating defensive portfolio strategy. This <i>Special Report</i> examines the critical factors shaping this investment decision.

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BCA Research | US Equity Strategy

Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.