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Developed Countries

The Mood Has Brightened
According to BCA Research’s US Investment Strategy service the risk-reward from overweighting equities and underweighting fixed income is far less appealing than it was toward the end of last year. Now that the mood is brightening, growth expectations are…
Daily Insights
US Supply Chain Diversification Benefits Canada And Mexico
China’s slowdown confirms BCA’s Geopolitical Strategists’ view that persisting structural challenges would cause China’s economic reopening to disappoint (see The Numbers). In this context, Canada and Mexico are two notable markets that are largely…
Daily Insights
Cleantech Equities Are Due For A Rebound
According to BCA Research’s US Equity Strategy, clean energy is well poised for a sustained bull market over the long term. Governments around the world are enthusiastically lending their support to the clean energy industry. In the US, the IRA offers…
Daily Insights
Driving The Future: Revisiting EVs And Green Energy

Both EV and Green Energy themes still hold strategic promise for investors, posing large upside, despite prevailing macro headwinds. While both themes have yet to claw back their pandemic peaks, a broadening of the rally supports a run for both, even in the face of high valuations.

US Equity Strategy by Irene Tunkel
How Large Can The Eurozone / US Divergence Get?

In recent months, the European and US economies have greatly diverged, with the Euro Area massively disappointing while the US has surprised to the upside. Can this dichotomy continue or is it Europe’s turn to shine?

European Investment Strategy by Mathieu Savary
Recalibration

The S&P 500 reached our 4,500 mid-year target last week, but the bears have yet to capitulate and stocks could melt up so we are placing a trailing stop on our tactical overweight instead of downgrading equities outright.

US Investment Strategy by Doug Peta
The Signal From Dr. Copper
Copper rallied to a two-month high by the end of last week. Importantly, this move did not occur in isolation. It coincides with greater optimism about the prospects of a soft landing. Indeed, the US economic surprise index is solidly in positive territory…
Daily Insights
The Dollar Breakdown And Countertrend Bounces
Since the release of softer (than expected) CPI numbers in the US, markets have embraced a soft-landing scenario for the global economy. In the FX space, the DXY has broken down below the psychological level of 100. Will this lead to further downside, or…
Daily Insights
Investment Implications Of The BoC And RBNZ Meetings

In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.

Foreign Exchange Strategy, Global Fixed Income Strategy by Chester Ntonifor
Investment Implications Of The BoC And RBNZ Meetings

In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.

Foreign Exchange Strategy by Chester Ntonifor

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