European Investment Strategy

Strategy Report

Oddities Of 2017 Provide Lessons For 2018

04 Jan 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

Discover More

Contents

Executive Summary / Insight
Bonds Became More Risky Than Equities
Euro/Dollar Hit A 3-Year High
No Connection Between Economic Outperformance And Stock Market Outperformance
Realpolitik Will Prevent A Hard Brexit
Fractal Trading Model*
Equities
Bond & Interest Rates
Currency & Other Positions
Closed Trades
Currency & Bond
Equity Sector
Country Equity
Bond Yields
Interest Rate

Latest from European Investment Strategy

Running Out Of Time (And Oil)

27 Apr 2026

Special Report

Uranium: The Bull Case Just Got Enriched

13 Apr 2026

Navigating The Hormuz Minefield Relying On The 2022 Roadmap

16 Mar 2026

Back To Square War: A Crude Reckoning

09 Mar 2026

Topics covered

Secession/Breakup Correlations Denmark Financial Markets Geopolitics Developed Countries Europe Gov Sovereigns/Treasurys Switzerland UK Currencies Equities Fixed Income