European Investment Strategy

Strategy Report

2019 Key Views: Growth Rebound, Tipping-Points, And Cryptos

20 Dec 2018

by Dhaval Joshi, Chief Strategist

BCA Research | European Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

The BCA Way

Our Philosophy, Your Edge

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Contents

Executive Summary / Insight
Growth To Rebound, Then Fade
Inflation Is The Dog That Will Not Bark
Use ‘The Rule Of 4’ And Fractals To Predict Tipping-Points For Equities
Britain Escalates EU Tensions, Italy De-Escalates
Cryptocurrencies Will Rebound 60 Percent
Fractal Trading Model*
Asset Allocation
Equity Regional and Country Allocation
Equity Sector Allocation
Bond and Interest Rate Allocation
Currency and Other Allocation
Closed Trades
Currency & Bond
Equity Sector
Country Equity
Bond Yields
Interest Rate

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Topics covered

Asset Allocation Economy Financial Markets Geopolitics Inflation/Deflation Developed Countries Euro Area Europe Gov Sovereigns/Treasurys UK Italy Currencies Equities Fixed Income