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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

01 September 2023

Recession Postponed – But Not Avoided

A global recession continues to be likely over the next 12 months. The impact of tighter US monetary policy is slowly being felt. The economies of Europe and China are even more of concern,...

30 June 2023

A Macro Playbook For Asset Allocators

A global recession continues to be likely over the next 12 months. The impact of tighter US monetary policy is slowly being felt. The economies of Europe and China are even more of concern,...

14 January 2023

All-Weather Investing: The Effect Of Inflation And Growth On Returns

We measure the effects of inflation and growth cycles on the returns of various individual assets. We also explore how the performance of an equity and bond portfolio changes when several...
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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