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Macro 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

06 September 2023

From Southeast Asia To Spain

The geopolitical backdrop remains negative despite some marginally less negative news. China’s stimulus is not yet large or fast enough to prevent a market riot. Two of our preferred equity regions,...

21 August 2023

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...

23 June 2023

So Much For Détente?

Talks of a détente are premature and there is no domestic political basis in China or the US to support a true détente. Investors should not underappreciate global risk, on the basis of a détente,...

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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