Quarterly TAA
Quarterly Portfolio Outlook: The W-Shaped Bear Market
Recession is on track to start around year-end. Stocks usually peak shortly before recession begins. So, position defensively but be prepared for a few more months of the rally.
BCAリサーチ | Global Asset Allocation
Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.
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