Strategy Insight
What Our Clients Think About The Markets: Webcast Polls
According to our latest client poll, most respondents are optimistic about the Generative AI's potential. Investors remain divided on whether current equity valuations reflect a bubble. Economic concerns continue to center on bond yields and the risk of stagflation, while relatively few clients anticipate a recession. In terms of portfolio positioning, an overweight in Technology received the strongest endorsement.
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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.
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