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BCA Insights

BCA Research’s mission is to shape the level of conviction with which our clients make investment decisions. One way we do this is by delivering forecasts and leading-edge analysis of all the major asset classes and economies. Gain insight into our independent global macro research through these complimentary reports

Is The 2024 Election Relevant To Investors?

Yes, the 2024 election is relevant but not necessarily in the way that many think. It is not American democracy that is at risk so much as fiscal stability and global trade. Geopolitical risk and policy uncertainty are objectively on a secular uptrend. Stock markets are not immune to politics and geopolitics.

Geopolitical Strategy

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Our Method

Firey, Collaborative Process

A research staff of 60+ committed to non-consensus daily debate

Confidence-inspiring fact base

Decades of analysis on over 200,000 data series, which build up to thousands of proprietary indicators

Macro experts who challenge you

The push and pull in one-on-one conversation to shape your conviction