Geopolitical Strategy

• Tactical, cyclical, and structural trade recommendations for key assets, with express conviction levels, based on our constraint-based analysis and probabilistic forecasting
• Weekly Reports that update investors on the global state of play; Special Reports that dive deep into country risks and major trends; Special Alerts for major breaking events; and monthly Crow’s Nest Webcasts with a lively Q&A  
• Client calls and meetings to help investors interpret breaking events, game out scenarios, and discuss the investment takeaways of our out-of-consensus political analysis

• Discretionary trade recommendations for major global assets, including safe havens
• Unbiased global coverage of market-relevant events, buttressed by the macroeconomic and market analysis of the geopolitical team and BCA Research’s other strategies
• Unique “constraints-based” methodology derived from best practices of the US national security community, business intelligence, and academic research
• Proprietary quantitative indicators of geopolitical power and risk, innovative applications of open-source indicators, and election modeling for major elections

2011 European Integration
BCA Research Geopolitical Strategy has argued since its inception that the EU monetary union would not collapse (Oct 2011). We recommended going long S&P 500 on December 21, 2012 for a gain of 35.5%, a short EUR-USD position on Jan 23, 2014 for a 28.5% gain, and long Euro Area aggregate government bonds on January 16, 2014 for a gain of 22.8%.

2012 US-China Rivalry
We declared that US-China conflict was likely in Sept 2012. We went long cyber-security firms on May 8, 2013 for a 66.9% gain and long Chinese SOEs relative to non-SOEs on Oct 8, 2014 for a gain of 34.8%.

2014 Peak Globalization
We have held that developed markets would outperform emerging markets since Nov 16, 2012, for a gain of 44%. In Nov 2014 we argued that the world has seen “Apex Globalization.” 

2016-17 China Slowdown
China faces both external tariffs and internal deleveraging (Dec 2016). We highlighted forthcoming volatility via the CBOE China ETF Volatility Index on Sept 20 and Oct 18, 2017, and it rose 17.7% and 26.5% respectively.