Strategy Report
A Two Speed Economy, And Market
A two-speed economy requires selective portfolio construction, favoring consumer-oriented and mainly non-cyclical industries. Put communications equipment on the high-conviction overweight list, and stay clear of refiners.
BCA Research | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.