Geopolitical Strategy, Global Fixed Income Strategy, Global Asset Allocation, Global Investment Strategy
Beta Report
Era Of Japan’s Exceptionalism
Japanese financial assets will finally have unfettered access to outsized returns. This performance will come in fits and starts, but we are comfortable laying our cards down on buying the yen, and Japanese industrial stocks.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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