Video Highlights from the BCA Investment Conference 2022
On Geopolitics:
- Geopolitical Alpha and Risk
- Marko Papic, Partner, Chief Strategist, Clocktower Group
- Matt Gertken, Chief Strategist, Geopolitical Strategy, BCA Research
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- The Likelihood of WWIII
- Matt Gertken, Chief Geopolitical Strategist, BCA
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On Inflation:
- Desconstructing the Fed's Action
- Richard Clarida, Former Vice Chair of the Federal Reserve
- Peter Berezin, Chief Strategist, Global Investment Strategy, BCA Research
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- New Inflationary Era
- Martin Barnes, Former BCA Chief Economist
- Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
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On U.S. Politics:
- US Political Outlook 2H 2022
- Marko Papic, Partner, Chief Strategist, Clocktower Group
- Matt Gertken, Chief Strategist, Geopolitical Strategy, BCA Research
- Play video
On U.S. Equities:
- U.S. Equity Outlook 2H 2022
- Ed Clissold, Chief US Strategist, Ned Davis Research (NDR)
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- Twelve-month Portfolio Horizon
- AlessioDeLongis, Senior Portfolio Manager, Invesco
- Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
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- ESG as a Useful Investment Tool
- Lenka Martinek, Managing Partner, Sustainable Market Strategies and Nordis Capital
- Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
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- ESG Hype
- Tariq Fancy, Former CIO of Sustainable Investing, BlackRock
- Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
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