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
    • Play video

  • The Likelihood of WWIII
    • Matt Gertken, Chief Geopolitical Strategist, BCA
    • Play video

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
    • Play video

  • New Inflationary Era
    • Martin Barnes, Former BCA Chief Economist
    • Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
    • Play video

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)
    • Play video

On Global Asset Allocation:
  • Twelve-month Portfolio Horizon
    • AlessioDeLongis, Senior Portfolio Manager, Invesco
    • Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
    • Play video

On ESG:
  • 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
    • Play video

  • ESG Hype
    • Tariq Fancy, Former CIO of Sustainable Investing, BlackRock
    • Garry Evans, Chief Strategist, Global Asset Allocation, BCA Research
    • Play video