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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