The Great Rebalancing

Madrid | February | Lunch | 14:00-15:30 PM

Lunch with Juan Correa, where he will discuss:

K-shape reverses: 2025’s narrow market leadership should broaden materially in 2026
Greenshoots: Labour, capex, credit, and housing indicators are beginning to stabilise
AI outlook: AI stocks will consolidate but avoid a 2000-style collapse
Rest of world: Europe faces political tests while China must choose stimulus or stagnation
Asset allocation: Returns should moderate in 2026, making style, sector, and region selection key

Reserve your spot today!

Date: February 2026
Time: 12:30-14:00
Location: Madrid

Juan Correa

Chief Strategist, Global Asset Allocation

Juan serves as Chief Strategist for Global Asset Allocation, our portfolio construction service that provides guidance to Chief Investment Officers (CIOs) and asset allocation teams on structuring optimal global multi-asset portfolios.

Juan began his career at BCA Research in 2015. He progressed through roles as Senior Analyst in our Foreign Exchange and Global Asset Allocation services, before assuming the title of Associate Strategist in 2021. He has also been a guest lecturer at the finance programs of McGill and Concordia University.

Juan holds a BCom in Finance and Economics from McGill University, as well as the CFA designation.