<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=560496905914191&amp;ev=PageView&amp;noscript=1">
Global Asset Allocation

Garry Evans

Chief Strategist

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA Research in 2015, Garry has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy. Prior to BCA Research, Garry was the Managing Director and Global Head of Equity Strategy at HSBC, and Editor of Euromoney Magazine. Garry has a Masters in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University.

garry

Global Asset Allocation

BCA's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure a global multi-asset portfolio

Challenge your investment conviction with insights from Global Asset Allocation

Global Asset Allocation
How Much Is Priced In

Global Asset Allocation

How Much Is Priced In?

November 03 2022

The global economic outlook continues to deteriorate, geopolitical risks have increased following China’s 20th National Congress, and every indicator in our recession checklist will flash red by the end of the year. The Fed will pay no heed to the leading indicators showing that inflation will come down. Instead, it will keep monetary policy in restrictive territory until there is clear evidence that inflation is returning to target.

Euro Area Banks Value Play Or Value Trap

Global Asset Allocation

Euro Area Banks Value Play Or Value Trap

February 27 2020

Euro area bank profits are driven more by economic growth than monetary factors. This growth link explains the close correlation between the relative performance of banks within the euro area and the relative performance between euro area and U.S. equities.

GAA1

Global Asset Allocation

Euro Area Banks: Value Play Or Value Trap?

December 14 2018

Long-term investors should avoid banks in the euro area because attractive valuations are offset by lackluster profit outlook at a time when growth is slowing and monetary policy is becoming less accommodative.

GAA2

Global Asset Allocation

ESG Investing: No Harm, Some Benefit

November 21 2018

Increasing investor demand is driving the growth of ESG investments. Index construction and methodology are key as they impact the cyclicality and hence performance. ESG indices have at least performed in line with their conventional counterparts, and outperformed slightly in some regions.

View more insights
Our client website is updated daily and available whenever and wherever you are

Access our research on your desktop or apps for your tablet and smartphone.

Explore our research
Shop window advert