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Daily Insights

Stay on top of economic and policy events, cross-asset market action, as well as BCA’s latest ideas with timely concise and actionable insights delivered daily.

Global Investment Strategy

As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommendations across all asset classes, geographies, and time horizons. 

US Investment Strategy

Insight into the future direction of financial markets

Our Track Record

We have a proven track record of helping our clients make the right calls.
Nov 2025

Removal of Maduro

Our Geopolitical Strategy work anticipated Maduro’s ouster as early as August and, by November, pointed to removal without a large-scale U.S. troop deployment. That scenario crystallized on January 3, 2026, when US special forces captured Maduro in Caracas.
July 2025

Short Brent crude

Commodity & Energy Strategy argued that bearish demand fundamentals would continue to push down crude oil prices in H2 2025, with geopolitics playing less of a role.
Feb 2025

Overweight European banks

European Investment Strategy initiated an overweight in European banks on February 21, 2025, and doubled down on their cyclical appeal even after the sector had already rallied. The position returned 32%.