We deliver the essential macro insights that drive investment decisions for the world’s top professionals through leading-edge analysis and forecasts.
As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommend...
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dyna...
Empirical analysis and expert advice on the most complex asset classes. It provides deeper insights into risks within pr...
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure ...
The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and...
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for ...
Insight into the future direction of financial markets
Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations f...
Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.
This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical me...
This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixe...
Our premier service on the direction of interest rates and overall debt market dynamics.
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...
The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamic...
What is included
See a sample of the content we offer to our subscribers:
Our research-driven approach has helped clients navigate every major market cycle, from the post-war boom to the digital age disruptions. Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enable us to see around corners.
75+ Years of Market-Leading Investment Calls
Our research-driven approach has helped clients navigate every major market cycle, from the post-war boom to the digital age disruptions. Our time-tested investment frameworks, out-of-the-box thinking, and culture of internal debates enable us to see around corners.
Our reputation is built on both recognition in the industry and a history of accurate, actionable calls. Notable Track Record and Predictions:
Nov 2024
Predicted the “Trump Bond Market Riot” (and US election)
Nov 2023
Recommended buying European Equities; the relevant index climbed ~20% over the following eight months
Sept 2023
Predicted a Middle East crisis and positioned investors towards U.S. equities
Feb 2023
Warned that the post-pandemic China reopening rally would falter; they 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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