eAcademy

 

OVERVIEW OF COURSES

The BCA Research eAcademy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 65 years for macroeconomics, sector analysis, and quantitative modeling through our online live courses. Participants in our courses learn techniques that will enable them to interpret data and important economic developments from the perspective of an investment professional.

Courses are:

  • Taught by BCA Research’s top strategists
  • Virtual and interactive with live Q&A and group exercises on Zoom
  • Composed of a total of 8 hours spread over 4 or 8 weeks (1- or 2-hour sessions)
  • Recorded and available as video replay
  • Available with materials and readings to support your learning objectives
  • Eligible for 8 CE credits; you may request a certificate upon completion
  • Also offered in-person; training days in London and New York
  • Available as bespoke courses for you and your team; please ask for a quote

LEARNING CREDITS

Upon course completion, you will receive a certificate stating that you qualify for 8 CE points. Please self-document your continuing professional development activities in the online CE tracker of the CFA Institute or your own L&D department.

GROUP DISCOUNTS

For group bookings of three or more people, please contact your BCA Research Sales contact for preferential pricing.

PRINCIPLES OF GLOBAL MACRO

Macro directly impacts all financial assets. Yet the various relationships between the economy and markets are often overlooked or misunderstood by investors and this leads to an increased risk of factors undermining portfolio returns.

The BCA Academy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 65 years for macroeconomics. 

The virtual course qualifies as 8 CE credits. Please self-document your professional development with the CFA Institute.

GLOBAL ASSET ALLOCATION

Academic research finds that markets are, to use Paul Samuelson’s phrase, “micro efficient but macro inefficient.” But CIOs, asset allocators, and investment professionals often struggle to find a practical way to construct optimal multi-asset portfolios...

The virtual course qualifies as 8 CE credits. Please self-document your professional development with the CFA Institute.

FIXED INCOME

The BCA Research Fixed Income eAcademy teaches investors how to apply BCA’s framework for investing in bond markets, with a focus on how to determine which macro signals are important and which should be ignored...

The virtual course qualifies as 8 CE credits. Please self-document your professional development with the CFA Institute.

GEOPOLITICS & INVESTING

Geopolitical analysis has become an essential component of any sound investment strategy. Shifts in the balance of power away from the U.S., growing demands for populist policies in Anglo-Saxon economies, and the ‘crisis of expectations’ among EM middle classes reinforce the view that geopolitical risk to investment portfolios is not a fad..

The virtual course qualifies as 8 CE credits. Please self-document your professional development with the CFA Institute.

BESPOKE ACADEMY

Unable to attend scheduled courses in your region? Want your entire team to learn more about macroeconomics, asset allocation and geopolitics? The Bespoke Academy brings our courses directly to your firm at a time and place that suits you. We'll work with you to develop the training that's right for your firm and its goals. 

 

 

GAIN A FRAMEWORK TO ASSESS MARKETS AND ECONOMIES

Join us for a course on the principles of macroeconomics. Or, sign-up for our courses on global asset allocation or geopolitics

  • Meet and network with investors from all over the world
  • Get insights from leading experts in the field
  • Emerge with a new appreciation macro research

BENEFIT FROM ALMOST
70 YEARS OF RESEARCH

BCA Research is uniquely qualified to deliver this program
  • For almost 70 years we have been a market-leading provider of global investment research
  • We support our clients’ investment-making processes with innovative analysis and forecasts across all major economies and asset classes

MAKE PROFESSIONAL
PROGRESS

Almost anyone involved in the investment field can benefit from the Academy. Although it’s primarily aimed at investment managers and strategists.
  • Senior executives will be able to explore critical investment issues with expert practitioners
  • People at all levels gain useful skills
  • Professional networking opportunities
  • Credits available through the CFA Institue

WHY
 ATTEND? 

WHERE DO YOU GO FOR INVESTMENT INSIGHT?

As the information explosion gathers pace, the sheer volume of data makes finding and evaluating investment opportunities increasingly complex. MiFID II is also changing the way you purchase and consume research. Even experts in the investment industry can overlook the impact macro factors have on markets.

  • Do you know how a strong currency in one part of the world will affect demand elsewhere?

  • What do interest rate rises mean for manufacturing in the U.S, Chinese exports, or bond       yields in Germany?

  • What is the potential impact of U.S. diplomatic and economic pressures on China and Iran?

OUR

 INSTRUCTORS 

 

MEET OUR TEAM OF EXPERTS

 

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MATHIEU SAVARY

CHIEF STRATEGIST
EUROPEAN INVESTMENT STRATEGY

Prior to his role in leading the European Investment Strategy, Mathieu was the BCA Research Strategist for The Bank Credit Analyst and Daily Insights. From 2016 to 2019, he headed BCA Research’s Foreign Exchange Strategy service. He has also served as Senior Editor of the Global Investment Strategy service and as a Research Analyst for the European Investment Strategy service. Moreover, Matthew was one of the two developers of BCA Research’s “Principles of Global Macro” seminar, a course he still teaches to investors around the world. Prior to BCA Research, Mathieu held the position of Global Macro Research Analyst with Brandywine Global Investment Management. Mathieu holds a BCom in Finance and Economics from McGill University, and the CFA designation.

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GARRY EVANS

CHIEF STRATEGIST
GLOBAL ASSET ALLOCATION

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA Research in 2015, Garry has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy. Prior to BCA Research, Garry was the Managing Director and Global Head of Equity Strategy at HSBC, and Editor of Euromoney Magazine. Garry has a Masters in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University.

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MATT GERTKEN

STRATEGIST
GEOPOLITICAL STRATEGY

Matt is currently BCA Research’s Strategist, Geopolitical Strategy. He oversees the firm’s coverage of market-relevant geopolitical, political, and policy developments across the world. Prior tojoining BCA Research in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.