Market Focus
2022 Is A Mirror Image Of 2021
2022 has so far been unwelcoming for equity markets. The sharp climb in bond yields (see Country Focus) is in part to blame: the greatest drawdowns are among interest-rate sensitive sectors such as real estate and technology. Similarly, value stocks are…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.