Independence Isn’t a Feature. It’s the Foundation.
Anyone can give you a view. BCA gives you the framework to defend it: data-tested, debate-hardened, and free from the conflicts that compromise most research.
Our clients don't come for headlines. They come for clarity to move first, and to shape their conviction.
Experience matters. Patterns repeat. Eric Jaffe explains how BCA’s decades of insight, and the judgment of seasoned strategists, help clients make better decisions.
Fiercely Independent
Clear insights without commercial bias.
No trading. No asset management. No banking relationships. Our recommendations are unconflicted and benchmark-agnostic.
Scale and Specialization
Pressure-tested ideas you can defend internally.
20 senior strategists and 60+ researchers across global markets, collaborating through structured internal debate.
Cross-Asset Integration
Cohesive allocation guidance across asset classes.
Equities, fixed income, FX, commodities, and private markets - connected through one macro lens.
Actionable Allocation Signals
Insight that informs decisions — not just discussion.
We bridge economic science and real-world market behavior. Every call passes the “so what?” test.
Data-Driven Discipline
Signals grounded in evidence, not opinion.
Our narrative follows the data, built on decades of proprietary indicators and analytical heritage.
“BCA is a must-have for any investor looking to gain an informational edge in today's complex markets. Between the insightful reports, webcasts, and direct access to the strategists, we receive a constant stream of cutting-edge investment insights.”
Asset Managers
Anticipate change, manage risk, and allocate capital with conviction across market cycles.
Hedge Funds
Identify catalysts, manage risk, and act decisively to capture alpha.
Family Offices
Make informed, long-term investment decisions with greater clarity and confidence.
Pension Funds
Strengthen strategic allocation and manage long-term obligations with conviction.
Wealth Managers
Strengthen portfolio strategy and client outcomes with independent macro insight.
Independent Global Macro Research
Six Platforms.
One Connected Macro View.
BCA brings independent macro research, geopolitical insight, asset-class strategy, and strategist expertise together in six investment platforms, helping investors navigate complexity, build conviction, and make better investment decisions.
Meet Our Strategists
Our clients don’t just read our research; they engage directly with the people behind it.
Our clients don’t just read our research; they engage directly with the people behind it.
BCA operates the largest macro-focused team in independent research, bringing depth, specialization, and diverse perspectives to every market environment.
The Thinking Behind The Research
How we make sense of markets
BCA’s edge isn’t a single view—it’s how we cut through noise, challenge assumptions, and adapt as the world changes. Hear from two of BCA’s strategists on what sets our approach apart.
Macro has no permanent rules. Marko Papic explains why rigid frameworks fail—and how BCA stays ahead by recognizing new market paradigms before they become consensus.
Noah Weisberger, Head of Equities, walks through the analytical framework that drives his research, and why macro regimes are the key to navigating today's market.
In The News
BCA strategists are regularly featured in leading global financial media.
BCA strategists are regularly featured in leading global financial media.
In The News
How Institutions use BCA
Our insights are designed for real-world portfolio decisions, not theoretical debate.
Our insights are designed for real-world portfolio decisions, not theoretical debate.
Our core beliefs shape how institutions move decisively — not reactively.
Regime shifts drive allocation outcomes
Independence strengthens insight Debate improves decisions Data anchors convictionMacro Conditions Don't Wait. Neither Should You.
Partner with the research team trusted by the world's largest institutional investors.