Strategy Report
Earnings On Olympus: Altius, Fortius, Latius – Higher, Stronger, Broader
Earnings strength, durability, and breadth are all improving. As the market transitions from multiple-driven to earnings-driven returns, this backdrop supports continued gains in 2026—but with less concentration and greater scope for laggards to catch up rather than leaders to roll over.
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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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