European Investment Strategy

Counterpoint

Strategy Report

Why 2019 Is The Mirror-Image Of 2018

10 Jan 2019

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, Inflation To Fade
Regional Allocation Is Always And Everywhere About Sectors
Bargain Basement Currencies
Fractal Trading System*
Footnotes
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 Health Care Banks Financials Financial Markets Market Returns Developed Countries Euro Area Europe Japan Emerging Markets Currencies Equities Sectors