Navigating the European market
requires a nuanced understanding. There is no such thing as a single “European market.” Each region presents its own unique challenges and opportunities.
Our European team is uniquely positioned to guide you through this complex landscape, providing the high-quality macroeconomic research you need to make informed decisions.
Whether you’re considering allocating to Europe for the first time
or looking to increase your exposure, our expert insights will help you generate alpha and stay ahead of the curve.
Partner with BCA Research
and unlock the full potential of your European investments.
You cannot understand Europe without understanding the World.
We combine both domestic and international dimensions, to forecast European economies and asset markets.
Our Calls
European Investment Strategy has a proven track record of helping clients make the right calls.
Dec 2024
European equities
European equities have room to outperform US ones.
Nov 2024
The German economy
German economy is sick but not dead, went long German equities.
Dec 2023
ECB first cut rates
The ECB would first cut rates in June 2024, went long European sovereign bonds.
Oct 2023
Rebound in Europe
Rebound in European manufacturing activity, went long European equities.
Mar 2023
Increase in European defense
Increase to European defense spending, went long European aerospace & defense.
Sep 2022
Euro Area Recession
The Euro Area would avoid a recession in 2022 and 2023, went long European equities.
Jul 2021
Macron's reelection
Macron’s reelection in May 2022, went long French tech equities.
What is included
Short commentaries
Short commentaries on breaking news or market moves.
Big-picture analysis
Big-picture analysis of macroeconomic and market developments.
In-depth, forward-looking analysis
In-depth, forward-looking analysis on themes, sectors, and countries.
Conference calls
Conference calls to answer critical questions.
Jeremie Peloso
