Insights

Please join Chief Geopolitical Strategist, Matt Gertken and Chief Commodities Strategist, Roukaya Ibrahim, for a Webcast.

Wednesday, July 29
11:00 AM AEST

 Matt and Roukaya will discuss: 

• The geopolitical backdrop remains tricky as the US enters election season amid global struggles.
• The US-China tariff truce is holding for now. But will high-tech restrictions over AI start to rise?
• The mid-August deadline for the US and Iran to forge a real ceasefire is coming soon. Will they agree?
• What happens after the midterm election? Will Trump escalate both the trade war and Iran war?
• Ceasefire violations pose threats to commodity supply. What is the status of oil supply and demand?
• What other factors will drive oil and commodity prices through the end of the year?  Is gold a buy?
• What other geopolitical and commodity trends will impact Australia and the world in the coming months and years?

Please join Portfolio Construction Heads, Juan Correa and Brian Payne for their Quarterly Outlook Webcast.

Wednesday, July 22
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

In this Webcast, Juan and Brian will discuss why investors:

1. Should Overweight Private Equity
2. Should rotate out of momentum stocks into quality and hyperscalers
3. Should downgrade Late-Stage Venture Capital

They will also discuss their outlook on the macro economy, fixed income, rates, real estate, infrastructure and liquid alternatives

Please join Strategists, Mathieu Savary, with Ryan Swift, Roukaya Ibrahim, Robert Timper, and Artem Sakhbiev, for the BCA's Q3 FICC (Fixed Income, Commodities & Currencies) Outlook Webcast.

Tuesday, July 14
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

Where they will discuss our take on the macro forces driving global fixed income, currencies, and commodities into year-end.

Topics to be discussed:

• US rates under a Warsh-led Fed,
• Where G10 central banks diverge from the Fed,
• The best opportunities we see across global bond markets,
• The dollar's path through year-end, and which currencies are set to win or lose most,
• Whether the US-Iran de-escalation holds, and the read-through for oil and the broader commodity complex.