Quarterly TAA
Quarterly Portfolio Outlook: Central Bank Rate Cuts: A Savior Or Forewarning?
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
BCA Research | Global Asset Allocation
Global Asset Allocation and Private Markets and Alternatives.
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