US Financials is among the best performing US equity sectors over the past three months. We expect these positive relative gains to continue. Financials will benefit from rising US bond yields over the coming year. Not only…
In an Insight last week, we highlighted that the American Association of Individual Investors’ latest survey reveals a collapse in sentiment. Bears now exceed bulls by a wide margin. However, this downbeat assessment is not…
BCA Research’s Counterpoint service’s favored trade this week is to short the rally in uranium plays. The recent near-vertical ascent in uranium plays have left many investors scratching their heads and wondering: what’s going…
The American Association of Individual Investors’ latest sentiment survey reveals that bullish sentiment has collapsed. Bears exceeded bulls by 16.9 points in the week ending September 15 – among the widest margins in the history…
BCA Research’s US Equity Strategy service recommends overweighting the Hotels, Resorts, and Cruise Lines industry. The team summarizes this view as follows: The Delta variant is cresting. Their base case is that herd…
BCA Research’s US Bond Strategy service expects corporate bonds to outperform Treasuries during the next 6-12 month. However, both excess returns and total returns will take a step down. Two broad factors must be considered…
BCA Research's US Investment Strategy service does not expect the fall of an overextended Chinese property developer to push the US out of Goldilocks and into too-cold territory. Reports that Evergrande will fail to make…
BCA Research’s Global Investment Strategy service upgraded its rating on EM equities and currencies to strong overweight After lagging the global indices, EM stocks are set to outperform during the remainder of this year and…
9 September 2021 at 10:00 EDT Emerging Markets Strategy/Webcast EM/China: See The Forest For The Trees 9 September 2021 at 21:00 EDT Emerging Markets Strategy/Webcast Emerging Asia: See The Forest For The Trees Highlights…