Strategy Insight
The Growth of Major League Soccer: A Valuation Insight
Our latest analysis examines the powerful forces reshaping the economics of Major League Soccer, positioning MLS franchises for exponential growth through 2026 and beyond.
Hosting the 2026 World Cup has an unprecedented impact on brand visibility and commercial opportunities. That, paired with accelerating revenue growth and increased fan engagement, points to the league as a compelling growth investment.
This focused analysis examines the intersection of sports, media, and investment, providing critical insights for investors considering exposure to the rapidly evolving sports entertainment sector.
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Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for ...
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Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations f...
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This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical me...
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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 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.
Industry Recognition & Media Coverage
BCA Research's macro insight and investment research regularly influences market discourse and shapes investment decisions globally.
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