MacroQuant Model Update: Stagflationary Brew
MacroQuant sees the risks to US growth as being to the downside and the risks to inflation as being to the upside. Such a stagflationary brew justifies an underweight on stocks.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Global Asset Allocation
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure a global multi-asset portfolio.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.