BCA Indicators/Model
In this report, we review what our technical indicators are telling us about the G10 currencies.
In this note, we preview the Q1-2024 earnings season, give our take on expectations and share what we will be watching.
In this report, we present our quarterly review of our Model Bond Portfolio. The anti-growth bias of the portfolio allocations hurt the portfolio performance in Q1/2024 as global growth surprised to the upside. However, we anticipate some recovery of the underperformance in our base case scenario for the next six months.
Europe credit flows are stabilizing, hence a major drag on the region’s growth will dissipate. What does this development imply for European equities?
In this report, we review our trade recommendations based on incoming data in the last month.
The analysis of complexity is a massive competitive advantage in investing, and from today, clients will be able to monitor the complexities of the world’s 17 major investments on our webpage in real-time.