Monthly Report
Monthly TAA: White-Collar Pain Vs Blue-Collar Gain
Fears of widespread job losses due to AI are overstated. For investors, the key is that white-collar anxiety is accelerating a red-hot blue-collar economy via lower yields. Upgrade Private Real Estate to overweight.
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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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