Style Chart Pack: Christmas In November
Publicado en
The Santa Claus rally is a repricing of the "soft landing" scenario as a likely economic outcome. Yet, many investors remain cautious, and harbor significant cash balances. Next year, repricing of various scenarios will continue, and volatility will be elevated. We remain in a "hard landing" camp and recommend defensive stance on a strategic investment horizon.
Investigación BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
- Compartir informe
Compartir Report
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.