Why 2019 Is The Mirror-Image Of 2018

10 Jan 2019

by Dhaval Joshi, Chief Strategist

BCA Research | European Investment Strategy

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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Contents

Executive Summary / Insight
Growth To Rebound, Inflation To Fade
Regional Allocation Is Always And Everywhere About Sectors
Bargain Basement Currencies
Fractal Trading System*
Footnotes
Asset Allocation
Equity Regional and Country Allocation
Equity Sector Allocation
Bond and Interest Rate Allocation
Currency and Other Allocation
Closed Trades
Currency & Bond
Equity Sector
Country Equity
Bond Yields
Interest Rate

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Topics covered

Asset Allocation Health Care Banks Financials Financial Markets Market Returns Developed Countries Euro Area Europe Japan Emerging Markets Currencies Equities Sectors

Why 2019 Is The Mirror-Image Of 2018

The full report and more insights are available to subscribers of BCA Research's European Investment Strategy

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