Global Investment Strategy
Outlook 2024 Key Views: Here Comes the Kink
By Peter Berezin
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Thank you for your interest in BCA Research’s Global Investment Strategy which combines our knowledge of macroeconomics with deep analysis of financial markets in order to help our clients generate alpha.
Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now our unique framework is predicting a recession in the second half of 2024.
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About BCA Research
BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all major asset classes and economies, as well as actionable macroeconomic research.
BCA provides its global investment research services to financial institutions, corporations and investment professionals across six continents. The firm maintains its head office in Montreal, with local offices in major financial centers around the world.