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Strategy Insight

Fall Of Assad: A Hot Take

by Marko Papic, Chief Strategist  

The extraordinary fall of Bashar al-Assad has taken mere days. The Islamist Hayat Tahrir al-Sham (HTS) - made up of the remnants of Al Qaeda (!) - has taken effective control of the country. What are the implications for global investors?

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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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