US Equity Strategy
Macroeconomic insight to sharpen US equity investing
The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.
Meet the Strategist
Noah Weisberger
Chief Strategist, US Equity Strategy
“Macroeconomics matter everywhere and always. The challenge is translating macro concerns, risks, and outlooks into timely, actionable equity decisions. My goal is to help investors close that gap by anticipating turning points, managing risk, and focusing on what truly drives US equity markets.”
Noah brings more than two decades of buy-side and sell-side experience at the intersection of macroeconomics and US equity markets. His work focuses on translating macro regimes, policy dynamics, and risk pricing into actionable equity insights.
Prior to joining BCA, Noah was a Managing Director at PGIM, where he led research on strategic asset allocation and macroeconomic linkages. He previously served as Chief US Portfolio Strategist at AllianceBernstein and held senior roles in Goldman Sach’s Global Investment Research Equity Trading Strategy and Global Macro & Markets groups. Earlier in his career, he was a Staff Economist at the White House Council of Economic Advisers.
Noah holds a PhD in Economics from Harvard University and a BA in Mathematics from Yeshiva University.
Who we work with
We work with investors actively allocating and managing US equity exposure, including:
Chief Investment Officers
Chief Strategists and Asset Allocation Teams
Portfolio Managers and Risk Managers
Equity and Macro Analysts
Because every allocation starts with the big picture.
Macroeconomic conditions play a central role in shaping equity returns, the evolution of fundamentals, and risk dynamics. The challenge for investors is turning economic insights into clear, timely equity market decisions.
US Equity Strategy is designed to meet that challenge by linking macroeconomic regimes directly to equity fundamentals and price action. The result is a clearer framework for understanding market behavior and navigating changing conditions with conviction.
What you get
Benefit from macro intelligence delivered in formats built for clarity and action.
Flagship Weekly US Equity Strategy Note
Earnings season updates and thematic insights
Annual Outlook
Tactical trade ideas and relative value views
Timely, in-depth white papers and focused research projects
Regular calls, meetings, webcasts, and direct strategist access
Conviction starts with better macro insight.
Experience everything US Equity Strategy has to offer with a trial.
