Multi Asset: Global


BCA Research’s Counterpoint highlights investment opportunities that are unconnected to the business cycle. Investors will receive actionable short-term and long-term investment recommendations based on analysis that is counterpoint to the conventional wisdom.

Tools to forge your own views:

  • Recommendations in all major asset classes and highlighting short-term trading ideas within a 0-6-month time horizon as well as long-term themes spanning over 2 years.
  • Weekly reports discussing investment opportunities that are unconnected to the business cycle.
  • Special reports focusing on counterpoint global investment opportunities. They will include both in-depth and brief pieces on timely opportunities and risks (available once per quarter).
  • Special Alerts contain brief, actionable updates focusing on fast-moving market changes and relevant market developments.

We are truly unconstrained, out-of-the-box, independent thinkers with a proven track record of calling the markets right.

Dhaval Joshi Chief Strategist,


How we do it:

  • Our unique approach consistently provides counterpoint global investment opportunities using thematic, fundamental and fractal analysis.
  • Counterpoint uniquely approaches opportunities that are not exclusively connected to the business cycle.

Challenge your investment conviction with insights from Counterpoint

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Some of what we've called

The outperformance of defensive sectors through most of 2018, with booked profits of 25% in just 7 months.


The pause in Fed rate hikes at the end of 2018.


The euro rally in 2017 and the yen rally in 2018, generating a combined gain of 25%.


The top of the cryptocurrency boom in 2017 and the bottom of the bust in 2018, with booked profits of 140%.


Dhaval Joshi

Chief Strategist

Dhaval is currently BCA Research’s Chief Strategist, Counterpoint. Previously, Dhaval held the role of BCA Research’s Chief Strategist, European Investment Strategy. Prior to joining BCA, he held positions as Chief Strategist at RAB Capital, and Global Strategist at Société Générale, where he received the Extel award for best new pan-European analyst in 2000. Dhaval spent the 1990s as an Investment Manager at JP Morgan Fleming where he managed $1 billion of global mandates, specializing in applied behavioral finance. Dhaval holds an MA from Cambridge University, England and is an Affiliate of the Institute of Actuaries.

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