Anastasios Avgeriou

Strategist

Anastasios is currently BCA Research’s Strategist, US Equity Strategy. Since joining BCA Research in 2008 as a senior analyst with the BCA Research Global Investment Strategy Anastasios transitioned to the US Equity Strategy team. In August 2010, he was promoted to Editor/Strategist and was promoted again in 2012 to Senior Strategist. Prior to BCA Research, Anastasios was an equity research associate with Scotia Capital. Anastasios holds a Bachelor’s degree and MBA from McGill University.

U.S. Equity Strategy

BCA Research's U.S. Equity Portfolio construction service marries the macro with the micro and offers a unique equity sector allocation perspective, providing clients with a view that highlights sustainable trends.

Challenge your investment conviction with insights from U.S. Equity Strategy

U.S. Equity Strategy

US Equity Strategy

Don't Fight the PBoC

February 04 2019

Chinese reflation, the ongoing global capex upcycle, and the Fed induced cap on the greenback with the knock-on effect of higher commodity prices, all signal that it still pays to overweight S&P cyclicals at the expense of S&P defensives.

US Equity Strategy

Til Debt Do Us Part

May 07 2018

There is scant evidence that the character of the equity market advance is changing and the fact that weak balance sheet stocks are no longer outperforming strong balance sheet stocks is giving us pause.

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