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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

17 July 2023

Driving The Future: Revisiting EVs And Green Energy

The rally is broadening, spurred by a batch of positive economic news, significant cash balances, and investors’ FOMO. Investors are channeling funds into cheap areas of the market. Small has...

17 April 2023

Gulliver In The Land Of Giants: Revisiting Market Concentration And Growth Vs Value

Equity market concentration has increased on the heels of the YTD rally. The “top 20” stocks are driving most of the S&P’s YTD performance, while remaining stocks are delivering only pedestrian...
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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