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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

What We're Worried About (And What We're Not)

We are not worried that the Magnificent Seven mega-cap stocks are distorting large-cap equity performance. Mega-cap leadership is hardly a new phenomenon. We’re worried that the labor market may not provide a timely signal to underweight equities and overweight fixed income.

US Investment Strategy