Strategy Report
Can Equities Move Higher?
Imminent monetary and fiscal easing, along with resilient earnings growth, support a constructive outlook for equities. However, in the near term, significant tail risks persist. We recommend strengthening downside protection by lowering portfolio beta.
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BCA Research | US Equity Strategy
The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.
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