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Multi Asset: Global


BCA Research’s global macro service which specializes in applied investment strategy.

Tools to forge your own views:

  • Complements traditional macroeconomics and finance with the disciplines that drive real-world investing, such as psychology, behavioral finance, non-linear systems, complexity, and fractal analysis.
  • Weekly reports discussing thematic and cyclical investment opportunities providing short-term and long-term investment recommendations.
  • Special reports focusing on global investment opportunities including in-depth and brief pieces on timely opportunities and risks (once per quarter).
  • Special Alerts with 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

  • Complements economic and financial analysis with real-world applied investment disciplines such as psychology, behavioural finance, non-linear systems, and statistics.
  • Provides global investment opportunities using thematic, fundamental, and fractal analysis.
  • Highlights longer-term thematic and medium-term cyclical opportunities, as well as actionable short-term trading ideas within a 0-6 month time horizon.

Challenge your investment conviction with insights from Counterpoint

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.

Dhaval Joshi
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