Strategy Report
Long-Term Multiple Compression
As confidence in the sustainability of corporate sector profitability declines, the multiple accorded to equities should recede. Ten reasons to stay underweight the tech sector. Initiate an overweight position in gold shares.
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。