We deliver the essential macro insights that drive investment decisions for the world’s top professionals through leading-edge analysis and forecasts.
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
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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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Daily market insights and strategy updates 
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Historical research archive and track record