Global Asset Allocation
In Conversation with Garry Evans
Global Asset Allocation Strategy maintains that tight monetary policy will eventually trigger a recession in 2024. We recommend that you keep a close eye on capex to see when tighter lending standards start to bite, and on labor market conditions for the first signs of weakness in consumption. How should investors be positioned over the next 12 months? And what returns can investors expect from different asset classes on a much longer, 10- to 15-year horizon?
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About BCA Research
BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all major asset classes and economies, as well as actionable macroeconomic research.
BCA provides its global investment research services to financial institutions, corporations and investment professionals across six continents. The firm maintains its head office in Montreal, with local offices in major financial centers around the world.