Strategy Insight
A Musing On Second Order Effects
Four years after the pandemic, it feels like there has not been enough self-reflection of that fascinating period in history. One lesson for the world of finance continues to go ignored.
BCAリサーチ | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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。