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2023 BCA Research eAcademy Courses

Principles Of Global Macro | Global Asset Allocation |
Fixed Income | Geopolitics & Investing

For you and your team

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Overview

The BCA Research eAcademy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 70 years for macroeconomics, sector analysis, and quantitative modeling through our online live courses. Participants in our courses learn techniques that will enable them to interpret data and important economic developments from the perspective of an investment professional.

Courses are:

  • Taught by BCA Research’s top strategists
  • Virtual and interactive, with live Q&A and group exercises on Zoom
  • Composed of a total of 8 hours spread over 4 or 8 weeks (1- or 2-hour sessions)
  • Recorded and available as video replay
  • Available with materials and readings to support your learning objectives
  • Eligible for 8 CE credits; you may request a certificate upon completion
  • Also offered in-person; training days in London and New York
  • Available as bespoke courses for you and your team; please ask for a quote

Learning Credits

Upon course completion, you will receive a certificate stating that you qualify for 8 CE points. Please self-document your continuing professional development activities in the online CE tracker of the CFA Institute or your own L&D department.

Course Dates, Fees & Discounts

To book a course, please select your region and course date below.

Virtual course fee: USD 2,000 / client
In-person course fee: USD 2,500 / client

For group bookings of three or more people please contact BCA Research Sales for preferential pricing or email us at eacademy@bcaresearch.com.

View Global Course Schedule

Our Courses

Principles Of Global Macro

Macro directly impacts all financial assets. Yet the various relationships between the economy and markets are often overlooked or misunderstood by investors, leading to an increased risk of factors that undermine portfolio returns. The BCA Academy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 70 years for macroeconomics. This virtual course qualifies as 8 CE credits; please self-document your professional development with the CFA Institute.

Region: EMEA

Date: June 26, 2023

Format: In Person & Virtual
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Book Virtual Session Book In-Person Session

Region: Asia

Date: August 22 - 31, 2023

Format: Virtual
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Book Virtual Session

Region: Americas

Date: Oct. 27, 2023

Format: In Person & Virtual
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Book Virtual Session Book In-Person Session

Virtual, Self-Paced Video on Demand: Principles of Global Macro

This eight-hour course is also available as pre-recorded course which you may buy for self-paced work from home learning.

Coming Soon

Global Asset Allocation

Academic research finds that markets are, to use Paul Samuelson’s phrase, “micro efficient but macro inefficient.” But CIOs, asset allocators, and investment professionals often struggle to find a practical way to construct optimal multi-asset portfolios. This virtual course qualifies as 8 CE credits; please self-document your professional development with the CFA Institute.

Region: EMEA

Date: April 17, 2023

Format: Virtual & In Person
 View Course Syllabus

Book Virtual Session Book In-Person Session

Region: Americas

Date: May 9 - 18, 2023

Format: Virtual
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Book Virtual Session

Region: Asia

Date: June 13 - 22, 2023

Format: Virtual
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Book Virtual Session

Fixed Income

The BCA Research Fixed Income eAcademy teaches investors how to apply BCA’s framework for investing in bond markets, with a focus on determining which macro signals are important and which should be ignored. This virtual course qualifies as 8 CE credits; please self-document your professional development with the CFA Institute.

Region: Asia

Date: April 12 - May 5, 2023

Format: Virtual
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Book Virtual Session

Region: Americas & EMEA

Date: Sep 12 - Oct 5, 2023

Format: Virtual
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Book Virtual Session

Geopolitics & Investing

Geopolitical analysis has become an essential component of any sound investment strategy. Shifts in the balance of power away from the U.S., growing demands for populist policies in Anglo-Saxon economies, and the “crisis of expectations” among EM middle classes reinforce the view that geopolitical risk to investment portfolios is not a fad. This virtual course qualifies as 8 CE credits. Please self-document your professional development with the CFA Institute.

Coming Soon

Virtual, Self Paced Video on Demand: Geopolitics & Investing

Bespoke Course

Unable to attend scheduled courses in your region? Want your entire team to learn more about macroeconomics, asset allocation and geopolitics? The Bespoke Academy brings our courses directly to your firm at a time and place that suits you. We'll work with you to develop the training that's right for your firm and its goals.

Our Instructors Meet Our Team Of Experts

Garry Evans
Chief Strategist, Global Asset Allocation

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA Research in 2015, he has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy. Prior to BCA Research, Garry was Managing Director and Global Head of Equity Strategy at HSBC, and Editor of Euromoney Magazine. He has a Masters in Asian Studies from Cambridge University and undertook postgraduate studies in economics at Kyoto University.

Matt Gerken
Chief Strategist, Geopolitical Strategy/US Political Strategy

Matt is BCA Research’s Chief Strategist, Geopolitical Strategy and US Political Strategy. He oversees the firm’s coverage of market-relevant geopolitical, political, and policy developments around the world. He has 16 years’ experience in the field and appears frequently in global news media. Prior to joining BCA in 2015, Matt worked as a Senior Analyst at Stratfor (Strategic Forecasting) and in a range of academic and publishing roles. He holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.

Mathieu Savary
Chief Strategist, European Investment Strategy

Prior to his role in leading the European Investment Strategy, Mathieu was the BCA Research Strategist for The Bank Credit Analyst and Daily Insights. From 2016 to 2019, he headed BCA Research’s Foreign Exchange Strategy service. He has also served as Senior Editor of the Global Investment Strategy service and as a Research Analyst for the European Investment Strategy service. Moreover, Mathieu was one of the two developers of BCA Research’s “Principles of Global Macro” seminar, a course he still teaches to investors around the world.
Prior to BCA Research, Mathieu held the position of Global Macro Research Analyst with Brandywine Global Investment Management. Mathieu holds a BCom in Finance and Economics from McGill University, and the CFA designation.

Ryan Swift
Strategist, US Bond Strategy

Ryan is currently BCA Research’s Strategist, US Bond Strategy. Since joining BCA Research in 2010, he has held the position as a fixed income strategist. Prior to BCA Research, Ryan completed his studies in Finance. He holds an MSc in finance from Concordia University and a BCom from McGill University.