Multi Asset: Regional
US Political Strategy
BCA Research’s US Political Strategy service provides market-relevant, data-driven, non-partisan, macroeconomic and policy research. We take a geopolitical approach to US domestic politics, resulting in discretionary trade recommendations for those who invest in a range of US assets.
- Investment Relevance - Separates the wheat from the chaff in policy developments for US-focused investors. Builds upon over 70 years of macroeconomic research at BCA and 11 years of our Geopolitical Strategy service.
- Analytical Framework - The only macro research service to look at US political risks through a geopolitical lens. Geopolitical Method emphasizes structural limitations of the US economy and government. Analyzes what politicians want and need to achieve to stay in power. Identifies opportunities and risks, and aims to reveal when markets overrate or underrate. political narratives.
- Non-Partisanship - Responds to clients’ interests, not to partisan biases. Coverage is politically neutral and centered on the US market.