Strategy Insight
Booking Profits
In this final note for the year, we take profits and close several long-term investment positions: Overweights in Insurance and Commercial Services, and underweights in Utilities, and Retail and Commercial REITs.
BCAリサーチ | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。