Independent Global Macro Research
Six Platforms.
Connected Macro Perspectives.
BCA brings together independent global macro research, geopolitical insight, asset-class strategy, and strategist expertise across six investment platforms.
Each platform is built to help investors cut through complexity and translate macro insight into investment decisions.
Built Around The Decisions Investors Make
Whether you need a daily macro briefing, a long-term allocation view, geopolitical risk analysis, equity positioning, or cross-market strategy, BCA’s platforms are designed to support the decisions that matter most.
Learn how BCA's six investment platforms are organized around the key decisions investors need to make.
Explore BCA's Six Investment Platforms
Each platform is designed around a distinct investment challenge, allowing investors to access the research and expertise most relevant to their responsibilities, mandate, and investment process.
Essentials
Daily macro clarity
Cut through daily market noise with concise macro insight on what matters, why it matters, and how to discuss it clearly.
CoreMacro
Macro conviction before consensus
BCA’s flagship macro and investment strategy platform. For turning regime insight into portfolio conviction.
Portfolio Construction
Build forward-looking portfolios
Evaluate public and private market opportunities, pressure-test assumptions, and defend long-term allocation decisions.
GeoMacro
Geopolitics translated into positioning
Price geopolitical risk, identify what markets may be mispricing, and position ahead of consensus with probability-weighted views.
Fixed Income, Currencies and Commodities
Connected cross-market positioning
One macro framework for rates, FX, credit, and commodities. to make clearer cross-market positioning decisions.
Equities
Macro conviction into equity positioning
Turn macro, fundamental, and quantitative insight into actionable views across sectors, factors, themes, and baskets.
A Broader Perspective on Markets
BCA's six platforms combine specialized expertise to give investors a broader understanding of the forces shaping investment decisions.
Each brings a different lens to the same investment challenge: understanding how global macro forces shape markets, risks, and opportunities.
BCA connects these perspectives across disciplines, helping investors see not only what is changing, but why it matters and where it may matter next.
Insights
Explore the latest research shaping investor perspectives on markets, economies, and geopolitical change.
Why Investors Turn To BCA
Investors don't need more information. They need clarity, perspective, and confidence in the decisions that matter most.
BCA helps investors turn complexity into conviction through:
Independent Research
Objective analysis free from investment banking, trading, and asset-gathering conflicts, focused solely on helping investors make better decisions.
Actionable Insight
Research designed to support allocation, positioning, portfolio construction, and risk-management decisions.
Connect Signals Across Markets
Macro, geopolitics, rates, credit, currencies, commodities, equities, and asset allocation viewed through a connected investment lens.
Strategist Expertise
Direct access to seasoned strategists who challenge assumptions, pressure-test ideas, and help investors strengthen conviction when it matters most.
Ready to Learn More?
Explore how BCA’s six investment platforms can help shape your conviction and make more informed investment decisions.