US Equity Strategy
BCA Research's US Equity Portfolio construction service marries the macro with the micro and offers a unique equity sector allocation perspective, providing clients with a view that highlights sustainable trends.
Tools to forge your own view
- Recommendations on 11 GICS1 sectors, 53 subsectors and size and style bias on a cyclical time horizon
- Top-down macro models that support the U.S. equity sector recommendations
- Client visits, conference calls and webcasts are part of the service and complement the daily and weekly publications
- Innovative charts, presenting allocation advice, complement our unique, insightful and comprehensive U.S. sector analysis