Beta Report
The Spice Must Flow
There is a thin line between geopolitical risk and Enlightenment, just ask Europe in the seventeenth century. The Middle East is exhibiting both. Investors are over-indexing on the negative – which has not impacted the investible universe – and ignoring the positives.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.