Should You Buy The Dip?
Published on
Over the next three months, US equity investors face slowing economic growth, the unwinding of carry trades, skepticism about GAI, uncertainty about the Fed easing campaign, and a run-up to the Presidential election. Empirically, each event has led to lower returns and heightened volatility. A combination of them all is bound to be toxic. It is not too late to take profits and lower portfolio beta.
BCA Research | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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