Macro Research For Asset Managers
Macro Insight That Strengthens Allocation Decisions
Shape your portfolio for success through every market cycle. For over 75 years, BCA has delivered independent macro research across global markets and asset classes, helping asset managers anticipate change, manage risk, and allocate with conviction.
Trusted By
2,000+ Clients
managing $34T in AUM, with an average client relationship of 12 years
Over
75 Years
of independent macro leadership
With
20 Senior Strategists
and over 60 researchers across global markets
Unbiased research
no trading, no asset management, no banking
Why Asset Managers Rely On BCA For Macro Insight
In complex and evolving markets, success depends on making informed allocation decisions while managing risk, liquidity, and regulatory constraints.
Our clients use BCA to sharpen conviction, improve risk assessment, and incorporate forward-looking macro perspectives throughout the investment process.
BCA partners with asset managers operating across strategies, asset classes, and investment horizons.
CIOs and Chief Strategists setting long-term allocation and risk frameworks
Global Macro and Multi-Asset Fund Managers managing diversified portfolios
Equity and Fixed Income Portfolio Managers aligning positioning with macro conditions
Analysts and Economists seeking clearer context and scenario analysis
“BCA Research 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.”
BCA partners with asset managers operating across strategies, asset classes, and investment horizons.
Executive, decision-ready macro insights designed to support both strategic and tactical allocation decisions
Portfolio-relevant analysis across equities, fixed income, commodities and currencies
Unmatched breadth and depth across all major asset classes, regions and macro themes, supported by proprietary models
Independent analysis free from trading or banking conflicts
Portfolio Construction
GeoMacro
Core Macro
Our Track Record
Removal of Maduro
Short Brent crude
Overweight European banks
Meet Our Team
Our clients don’t just read our research, they engage directly with the people behind it.
Conviction starts with better macro insight.
Join the world-class asset managers that rely on BCA to guide their allocation decisions, navigate every market cycle
with confidence, and seize opportunities.