BCA Research is the leading independent provider of global investment research.
We deliver the essential macro insights that drive investment decisions for the world's top professionals through leading-edge analysis and forecasts.
Start Your 30-Day Free TrialWho We Are
For 75 years, BCA Research has been at the forefront of global investment analysis. Our macro research-driven approach has helped clients navigate every major market cycle, from the post-war boom to digital age disruptions.
Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enable us to see around corners. Our reputation is built on both industry recognition and a history of accurate, actionable calls.
Investment Insight
- Direct Access to 22 Strategists
- Access to Daily Conference Calls
- Timely Reports Customized to What You Need
Who We Help
Essential research that delivers the market insights to optimize portfolio performance
Critical intelligence and insights to help asset owners make better-informed, more confident investment decisions
Time critical, actionable intelligence for seizing opportunities and generating alpha
Unbiased, easily accessible research to better inform and serve Financial Advisors
Our outstanding global macro analysis is complemented by products that focus on regional economies and all key asset classes.
As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommend...
The financial industry’s first Discretionary Macro Investment Strategy.
Empirical analysis and expert advice on the most complex asset classes. It provides deeper insights into risks within pr...
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure ...
The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and...
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for ...
Insight into the future direction of financial markets
Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations f...
Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.
This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical me...
This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixe...
Our premier service on the direction of interest rates and overall debt market dynamics.
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
Helping guide portfolio managers, CIOs, and traders with actionable overlay strategies and profitable trading ideas. A b...
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to ...
75+ Years of Market-Leading Investment Calls
The Projected Growth of the MLS in 2026 is our latest call. What else have we predicted?
Oct 2025
Predicted the growth of the MLS
We identified the convergence of World Cup hosting and sports betting expansion as catalysts for the rise in Major League Soccer valuations.
Nov 2024
Predicted the "Trump Bond Market Riot" (and US Election)
We accurately forecasted market reactions to the presidential election outcome.
Nov 2023
Recommended buying European equities
The relevant index climbed ~20% over the following eight months.
Sept 2023
Predicted a Middle East crisis
We positioned investors towards U.S. equities ahead of geopolitical developments.
Feb 2023
Warned that the post-pandemic China reopening rally would falter
We downgraded Chinese offshore equities from neutral to underweight, which was followed by a ~32% drop in the MSCI China Investable Equity Index over the next 12 months.
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“BCA Research is a must-have for any investor looking to gain an informational edge in today's complex markets.”
Chief Investment Officer, Polus Capital
Ready To Experience BCA Research?
Challenge your ideas. Invest with conviction. Join thousands of investment professionals who rely on our macro advisory platform.
Daily market insights and strategy updates 
Monthly deep-dive reports across all services 
Live strategist calls and client meetings 
Historical research archive and track record