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Asset Allocation

The Market Is Complacent On War Risks
According to BCA Research's Geopolitical Strategy service, investors should reduce risk, increase allocation to safe havens, and brace for oil price volatility and supply disruptions stemming from the Middle East over the next zero-to-12 months.  …
Daily Insights
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Wile E. Coyote And The Twilight Zone Between Boom And Bust

We are approaching another phase transition from boom to bust. Stocks should rally into year-end, but investors should look to reduce equity exposure early next year while increasing bond exposure.

Global Investment Strategy by Peter Berezin
Time To Allocate More To Crisis Risk Offset Hedge Funds
Our Private Market & Alternatives strategists recently upgraded their recommendation on Crisis Risk Offset (CRO) strategies within Hedge Funds from neutral to overweight. They are not making a tactical call around tail risk or black swan events. But they…
Daily Insights
Overweight Mexican Risk Assets Versus EM
BCA Research’s Emerging Markets Strategy service remains overweight Mexican financial markets relative to their EM counterparts on a cyclical and structural basis. While Mexican markets will suffer in absolute terms with the impending global risk-off…
Daily Insights
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BCA Global Central Bank Monitors: Applications To Fixed Income & FX Investing
Special Report

In this Special Report, we introduce two strategies that use our Central Bank Monitors for global fixed income country allocations and currency trades. We find that using the Monitors in country selection helps improve the performance of a developed markets government bond portfolio. The CBMs can also help substantially minimize the drawdowns on a standard FX carry strategy.

Global Fixed Income Strategy, Foreign Exchange Strategy by Robert Timper, Deborah Acri, Artem Sakhbiev
Global Equities In 2023
So far, 2023 is proving to be a year of two phases for global equity markets. Despite the bout of bank turmoil which weighed on equities in Q1, stocks rallied for the most part of the first seven months of the year. This rally has since morphed into a general…
Daily Insights
Using Equity Analyzer To Navigate The Middle East Conflict
In a recent report, BCA Research’s Equity Analyzer service proposes two strategies to help investors navigate the conflict in the Middle East. The  first strategy uses the “Macro Sensitivities” filter on the platform to create a market diversified…
Daily Insights
A Bottom-Up Approach To Country Selection
A powerful feature of the Equity Analyzer platform is its breadth of coverage: roughly 13 thousand stocks trading on MSCI Developed Market exchanges. Since we have a cross-section of the same stock level data across multiple regions, we can aggregate this…
Daily Insights
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GFIS Model Bond Portfolio Q3/2023 Review & Q4 Outlook: How To Win During "Higher For Longer"

In this report, we present the quarterly review of the Global Fixed Income Strategy Model Bond Portfolio. The portfolio remains positioned for slower global growth momentum over the next 6-12 months, favoring government bonds over corporate debt. The portfolio also favors government bonds in countries flirting with recession where policy rates are too high (core Europe & the UK).

Global Fixed Income Strategy
Rates Selloff: Keeping It Real
The last few weeks saw a repricing of nominal yields to levels not breached since before the Great Financial Crisis. Breaking down the US 10-year Treasury yield into real and inflation expectations components reveals the selloff was mostly driven by the…
Daily Insights

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