Registration Successful You will shortly receive an email and calendar invite with all the details for accessing the event. If you do not receive an email, please contact your Account Manager or ClientSuccess@BCAResearch.com Latest ResearchExplore the latest research shaping investor perspectives on markets, economies, and geopolitical change. Aug 21, 2026 Will Bessenomics Avert A Stock-to-Bond Collision? Emerging Markets Strategy by Arthur Budaghyan Image If bond yields rise due to widening bond term premiums or escalating inflation expectations, Bessenomics is unlikely to avert a stock-bond collision. Buy back gold mining stocks. Aug 19, 2026 Chief Economist’s View: Give Me Chastity But Not Yet Global Investment Strategy by Peter Berezin Image An acute shortage of AI hardware will support tech stocks into year-end. However, AI companies may need to ultimately generate $10 trillion per year in revenue to justify their capex. Barring a massiv… Aug 17, 2026 Special Report The Equity Wealth Effect Is Real US Investment Strategy by Doug Peta Image Four decades of robust stock market gains have positioned the equity wealth effect to play a larger role in the business cycle.
