BCA Research's Geopolitical Strategy service recommends that long-term investors overweight French equities over other developed market bourses. French equities have underperformed developed market equities by 12% this…
Highlights The tech sector faces mounting domestic political and geopolitical risks. We fully expected stimulus hiccups but believe they will give way to large new fiscal support, given that COVID-19 is weighing on consumer confidence…
Highlights The decade-long US equity market outperformance versus the rest of the world could be nearing its end. We are upgrading EM stocks from underweight to neutral within a global equity portfolio. We reiterate the change in our…
Highlights The tech sector is in a manic phase. This mania has further room to run because inflation will remain low for at least the next two years and global central banks will maintain very easy policy conditions, which will cap…
BCA Research's US Bond Strategy & US Investment Strategy services conclude that the Fed’s emergency lending facilities have successfully stabilized markets. Overall, the Fed’s response has been highly…
Gallup regularly surveys American households about their financial situation. In April, the largest proportion of US households since the Great Financial Crisis felt that their financial situation was deteriorating. Gallup…