Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Report

A Whiff Of A Late Cycle?

by Arthur Budaghyan, Chief EM/China Strategist  

In the short run, global risk assets are vulnerable due to rising oil prices and bond yields. Cyclically, a global economic downturn will weigh on global risk assets.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.  

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.