The BCA Way
Our Philosphy, Your Edge
Our framework – which we call THE BCA WAY – has guided BCA Research since 1949. It has enabled us to become the largest independent macro research firm in the world. And it allows us to spot market turning points when it matters most.
Macro Obsessed
Asset allocation – not stock picking – drives portfolio performance, and that’s been core to our longevity. Our focus is on the big picture, addressing all major asset classes, whether equities, fixed income, FX, commodities, energy or private markets across various regions/geographies.
We aim for long-lasting, positive impact on our clients’ portfolios.
Specialized
From China to commodities, fixed income to private markets, we rely on seasoned, specialist professionals for deep insights.
Complex areas demand coordinated expertise. Our range of expertise allows us to connect the dots across all asset classes, markets, and regions.
Data Driven
We don’t cherry-pick charts to fit a narrative – we let the data take the lead. We bring key data to clients, preventing them from drowning in the details.
Our heritage is deep, and we’ve built 75 years’ worth of proprietary indicators, providing evidenced backing behind our calls and predictions.
Ideology Neutral
We tap into the best ideas across all macroeconomic schools and use various frameworks as and when relevant. But with 75 years of history, we know that liquidity, debt, credit cycles, and fundamentals are key.
We use the same framework in our geopolitical analysis, remaining free from national and ideological biases.
Fiercely Independent
We do not trade, manage money, or provide investment banking services. Our loyalty is to one thing: delivering sharp, unconflicted investment recommendations on behalf of our clients. We call it like we see it, even when it’s bold, controversial, or against consensus.
When the market zigs, we’re not afraid to zag – and we’re more than happy to make our positions known in the public domain.
Art, Not Science
Economic insights are vital, but markets don’t always play by the rules. We bridge the gap between economic science and markets and ensure that every piece of our analysis undergoes the “so what?” test.
Big Thinkers
With the largest macro-focused team among independent research houses, we marry deep expertise with broad thematic thinking. We have six offices globally, 16 senior strategists, and 60+ researchers – vast, borderless reach.
Argumentative,
In The Best Way
If you’re ever watched BCA Live & Unfiltered (BLU), you’ll know that our views emerge from robust internal debates, challenges, and intellectual sparring matches. Debate sharpens our insights and acts as quality control of our analysis.