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Essentials Daily Insights

Things Can Get Worse

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BCA Research’s Global Asset Allocation service continues to recommend a highly defensive stance, with an underweight on equities, and as high a cash holding as your mandate permits. This has been an extraordinary year so far: US equities are down by 24% and…

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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

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