Macro Research Services
Use our macro research as a tool to forge your own views and shape your conviction in your investment decisions. Our macro research team includes more than 60 strategists providing waterfront coverage across global economics, FX, commodities, equities, fixed income, asset allocation, China, Europe, the US, emerging markets and geopolitics.
Macro Research Services
Multi Asset: Global
Composed investment narratives derived from global macroeconomic and geopolitical intelligence.
BCA Live & Unfiltered
BCA Research’s daily research meeting with our global team of strategists.
Find out moreCounterpoint
BCA Research’s Counterpoint highlights investment opportunities that are counterpoint to the conventional wisdom and mainstream analysis.
Find out morePrivate Markets & Alternatives
BCA Research’s Private Markets & Alternatives service provides empirical analysis and practitioner advice across the most opaque of all asset classes to improve clients’ portfolio construction and management decisions.
Find out moreThe Bank Credit Analyst
The Bank Credit Analyst has been published continuously since 1949, covering developments in the US and global economy, with a focus on inflation, debt, and policy trends in order to generate investment advice.
Find out moreDaily Insights
BCA Research's daily product, providing updates on BCA Research's newest ideas and quick response to important daily market and economic developments.
Find out moreGeopolitical Strategy
BCA Research’s Geopolitical Strategy service provides market-relevant, data-driven, non-partisan, macroeconomic research with geopolitical risk analysis resulting in discretionary trade recommendations for global investors.
Find out moreGlobal Asset Allocation
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure a global multi-asset portfolio.
Find out moreGlobal Investment Strategy
BCA Research’s Global Investment Strategy provides asset allocation advice and timely forecasts to shape clients’ conviction as they make investment decisions.
Find out moreMacro Research Services
Multi Asset: Regional
Measured impact in specific regions of pertinent global information
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.
Find out moreChina Investment Strategy
BCA Research’s China-focused strategy service, oriented around an assessment of the cyclical trajectory of China’s economy and the accompanying investment strategy conclusions for the Greater China Region.
Find out moreEmerging Markets Strategy
BCA Research’s Emerging Markets Strategy helps investors understand the EM landscape by merging global research with country specific insights, benefiting both global asset allocators, and dedicated EM portfolios.
Find out moreEuropean Investment Strategy
BCA Research's European Investment Strategy identifies outstanding investment opportunities both within Europe and outside Europe.
Find out moreUS Investment Strategy
BCA Research’s US Investment Strategy analyzes the future direction of US financial markets and the US economy to set equity portfolio strategy and enhance returns for asset-allocators.
Find out moreMacro Research Services
Single Asset
Pinpointed macro effects on specific asset classes
Commodity & Energy Strategy
BCA Research’s Commodity and Energy Strategy explores global commodity cycles and trends and how to profit from them with actionable and thought-provoking research.
Find out moreForeign Exchange Strategy
Our currency allocation service, which guides portfolio managers and CIOs with overlay strategies and provides traders with actionable ideas.
Find out moreGlobal Fixed Income Strategy
Concise, relevant global fixed income investment research. Providing timely advice and thoughtful portfolio strategies for investors with any level of exposure to interest rates and debt markets, worldwide.
Find out moreUS Bond Strategy
BCA Research’s US Bond Strategy provides asset allocation recommendations to optimize your US bond portfolio given the different macro environments effecting interest rates and bond yields.
Find out moreUS 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.
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