Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Financial Markets

We feel as good about spurning the soft-landing narrative today as we did about spurning the recession narrative a year ago, but we are not giving into complacency. This week’s report looks at two key ways that we may be getting it wrong: by underestimating households’ asset support and the labor market’s durability. We remain tactically neutral but continue to look for opportunities to turn defensive.

As we highlighted in a previous Insight, the breadth of the US equity rally has been relatively narrow, led by extremely strong gains among Big Tech stocks. Tech is still the best performing sector, with the S&P IT price index up 12% year-to-date on top…
The global equity rally – which fizzled at the start of the year – picked up steam again in February with nearly all major regions posting above average returns. After having underperformed last year, Chinese stocks led their global counterparts in terms of…

In this Strategy Insight, we take a comparative look at two of the largest spread product sectors in Europe – Italian government bonds and investment grade corporates. We make the case for favoring Italy over investment grade in the event of a downturn in European economic sentiment.

In a recent report, our US Bond strategists argued that while the year-to-date increase in yields has made Treasures more attractive, conditions are not yet in place to extend duration. Instead, they expect that there will be a better opportunity later this…
The MSCI ACW Growth index continues to strengthen vis-à-vis the Value index, outperforming the latter by 4.7 percentage points year-to-date, following 23.3 percentage points in 2023. Given that the IT, Consumer Discretionary, and Communication Services…

In this BCA Special Report, we ask what policies investors should expect if Donald Trump wins the 2024 Presidential election. The answer is that a second Trump term would be much less positive for risky assets than the first. While the US will remain democratic and geopolitically preeminent no matter the outcome of the 2024 election, a second term Trump administration would likely oversee large budget deficits, continued wealth inequality, labor shortages, high import prices, and an erosion of checks and balances, possibly including at the Federal Reserve. Trade policy under a second Trump presidency represents the greatest cyclical risk to investors, and the sequencing of policies in general will be important to monitor. An early legislative priority of immigration over tax cuts, alongside the rapid imposition of new tariffs, would be the worst alignment for risky assets.

MacroQuant upgraded equities to overweight in February on a tactical short-term (1-to-3 month) horizon, but it continues to see downside risks to stocks on a medium-term (12-month) horizon. Consistent with the model’s relatively somber medium-term growth outlook, it sees more downside for bond yields on a 12-month horizon than on a 1-to-3 month horizon.

According to BCA Research’s Private Markets & Alternatives service, fundamentals show US Multifamily assets to be akin to picking up pennies in front of a steamroller. Multifamily, and Office, have long served as stable asset classes that are widely…

The US ‘immaculate disinflation’ has run its course, given that labour force participation is topping out. This leaves the Fed with a dilemma. Settle for price inflation stabilising at 3 percent, and cut rates early to avoid higher unemployment. Or, not cut rates early and go the final mile to 2 percent price inflation, at the risk of higher unemployment. We discuss which way the Fed is likely to tilt, and the investment implications. Plus: China is oversold while Japan is overbought.