INDEPENDENT GLOBAL MACRO RESEARCH INTELLIGENCE

You Don't Need More Information. You Need Conviction.

Macro forces are already shaping your next decision. The question is whether you see them clearly, before the market does. BCA gives you the conviction to act first.

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Trusted by

2000+ Clients

Managing $34T in AUM, with an average client relationship of 12 years

Over

75 years

of independent macro leadership

With

20 Senior Strategists

and over 60 researchers across global markets

Unbiased Research

no trading, no asset management, no banking

Independence Isn’t a Feature. It’s the Foundation.

Anyone can give you a view. BCA gives you the framework to defend it: data-tested, debate-hardened, and free from the conflicts that compromise most research.

Our clients don't come for headlines. They come for clarity to move first, and to shape their conviction.

Experience matters. Patterns repeat. Eric Jaffe explains how BCA’s decades of insight, and the judgment of seasoned strategists, help clients make better decisions.

The thinking behind the research

How We Make Sense of Markets

BCA’s edge isn’t a single view—it’s how we cut through noise, challenge assumptions, and adapt as the world changes. Hear from two of our Chief Strategists on what sets our approach apart.

Macro has no permanent rules. Marko Papic explains why rigid frameworks fail—and how BCA stays ahead by recognizing new market paradigms before they become consensus.

Noise is everywhere. Insight is rare. Matt Gertken explains how BCA turns a flood of information into clear, actionable patterns—drawing on the collective perspective of 60+ global researchers.

Fiercely Independent

Clear insights without commercial bias.

No trading. No asset management. No banking relationships. Our recommendations are unconflicted and benchmark-agnostic.

Scale and Specialization

Pressure-tested ideas you can defend internally.

20 senior strategists and 60+ researchers across global markets, collaborating through structured internal debate.

Cross-Asset Integration

Cohesive allocation guidance across asset classes.

Equities, fixed income, FX, commodities, and private markets - connected through one macro lens.

Actionable Allocation Signals

Insight that informs decisions — not just discussion.

We bridge economic science and real-world market behavior. Every call passes the “so what?” test.

Data-Driven Discipline

Signals grounded in evidence, not opinion.

Our narrative follows the data, built on decades of proprietary indicators and analytical heritage.

“BCA is a must-have for any investor looking to gain an informational edge in today's complex markets. Between the insightful reports, webcasts, and direct access to the strategists, we receive a constant stream of cutting-edge investment insights.”

Chief Investment Officer, Polus Capital

Asset Managers

Anticipate change, manage risk, and allocate capital with conviction across market cycles.

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Hedge Funds

Identify catalysts, manage risk, and act decisively to capture alpha.

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Family Offices

Make informed, long-term investment decisions with greater clarity and confidence.

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Pension Funds

Strengthen strategic allocation and manage long-term obligations with conviction.

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Wealth Managers

Strengthen portfolio strategy and client outcomes with independent macro insight.

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Meet Our Strategists

BCA operates the largest macro-focused team in independent research, bringing depth, specialization, and diverse perspectives to every market environment. Our clients don’t just read our research; they engage directly with the people behind it.