Monthly Report
Monthly Portfolio Update: Recession Thesis Remains Intact
Amid patchy global growth, the US economy remains resilient. However, tight monetary policy will eventually trigger a recession in the US too. The stock market rally has been very narrow. Stay underweight risk assets.
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.
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