Global ETF Strategy

Global ETF Strategy brings BCA Research’s analysis of global financial markets and the major economies all the way from the 30,000-foot level to the individual security level to help clients navigate the ETF jungle to put BCA Research’s views into practice.

Tools to forge your own views

  • Four model portfolios balancing equity and fixed income exposures: US Long-Only, US Long/Short, Global Long-Only and Global Long/Short
  • Monthly model portfolio reviews tracing the evolution of our views and detailing the performance of the model portfolios
  • Special Report archive consisting of deep dives into portfolio management and ETF-specific topics
  • Thorough but concise explanation of the rationale behind our views, with a minimum of jargon

Global ETF Strategy is the first BCA Research service created to bring BCA Research’s analysis all the way down to the individual ticker symbol level, providing clients with templates for incorporating ETFs into their own portfolios.

Doug Peta Chief Strategist,

Global ETF Strategy

How we do it

  • We rigorously study the business cycle, the credit cycle, the sentiment cycle, and the monetary policy cycle to anticipate market-moving inflection points
  • We focus on only the elements of the economy that impact financial markets and are of interest to the vast majority of investors
  • We draw on the expertise of all of BCA Research’s specialist teams to source the views that will find expression in our model portfolios
  • We take our investor-clients on a soup-to-nuts journey from the macroeconomic theory and analysis that underpins the development of our views, to the formulation of desired portfolio tilts, to the selection of ETFs that most efficiently deliver those tilts

Challenge your investment conviction with insights from Global ETF Strategy

Explore our research

Some of what we've called

Our global and US model portfolios have outperformed their benchmarks, net of ETF fees, by an average of 200 and 25 basis points since inception, respectively.

Fixed income calls have driven the outperformance, with our Income Hybrids sleeve easily outdistancing the Bloomberg Barclays bond indexes, and our below-benchmark-duration positioning contributing additional value-added.

Successful currency positioning has also contributed to the global portfolios’ outperformance.

Global ETF Strategy

Doug Peta

Chief Strategist

Doug is currently BCA Research’s Chief Strategist, U.S. Investment Strategy & Global ETF Strategy. He joined BCA Research in 2010 and has also led the Global Asset Allocation service. Prior to BCA Research, he spent over 20 years as a strategist, analyst and trader. Doug holds an MBA with Honors in Finance and Economics from the University of Chicago and a B.S. in Accounting from the University of Virginia. He is a CFA charter holder.

Our client website is updated daily and available whenever and wherever you are

Consume our research on your desktop or apps for your tablet and smartphone.

Explore our research