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Equities

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

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Equities
Financials: Banks Are Weighing Heavily
05 May 2016
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Equities
Banks Are Less Willing To Lend
04 May 2016
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Equities
Health Care Equipment Gets A New Lease On Life
04 May 2016
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Equities
End Of The Steel Rally?
04 May 2016
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Equities
(Part II) Global Earnings Recession: How Deep? How Long?
03 May 2016
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Equities
(Part I) Global Earnings Recession: How Deep? How Long?
03 May 2016
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Equities
Global Earnings Recession: How Deep? How Long?
Special Report This week U.S. Equity Strategy is sending you the latest BCA Special Report, where Mark McClellan and Anastasios Avgeriou tackle the questions of "Global Earnings Recession: How Deep? How Long?"
02 May 2016
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Equities
(Part II) Shy Away From The Tech Sector
28 Apr 2016
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Equities
(Part I) Shy Away From The Tech Sector
28 Apr 2016
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Equities
Fade The Cyclicals Bounce
27 Apr 2016