Our Portfolio Allocation Summary for November 2023.

The recent bear-steepening of the US Treasury curve has been driven by the combination of stronger-than-expected economic growth and stable Fed rate expectations. Historically, such periods do not last very long, and we see the…

We present our Portfolio Allocation Summary for October 2023.

A discussion of today’s FOMC meeting and its investment implications.

Our Portfolio Allocation Summary for September 2023.

Special Report

A global portfolio is likely to return only 5.3% a year over the next decade, compared to 6.7% in the past. Investors either need to lower their return expectations, or take more risk. Our total return methodology remains consistent…

Our Portfolio Allocation Summary for August 2023.

In this report, we present our performance review of the BCA Research Global Fixed Income Strategy (GFIS) model bond portfolio for the Q2/2023, and the outlook and scenario analysis for the next six months. The portfolio return…

This week we present our Portfolio Allocation Summary for July 2023.

This week we present our Portfolio Allocation Summary for June 2023.