Our European strategists are upgrading the communication services sector to overweight on a structural investment horizon. In March, they highlighted the sector's near-term attractiveness. Since the Great Financial…
European equities have surged on hopes of a low-inflation boom—but the rally has likely gone too far, too fast. With a pullback now likely, how should investors position themselves over the next 3–6 months?
In this first presentation of 2025, we start with an overview of the 2025 outlook webcast polls, and a brief post-mortem of the 2024 market performance. Then, we shift gears and examine what is behind the recent surge in bond yields…
Our US Equity Strategy colleagues expect Q3 earnings to be strong enough to fuel the soft-landing narrative. Analysts expect S&P 500 earnings growth to be 4.0% year-over-year, with sales growth of 4.0% too. Yet, with…
The Draghi report highlights sensible reforms that would address many of Europe’s productivity shortcomings. Whether European capitals heed Mario Draghi’s advices remains to be seen.
Stress among lower-income households is often cited as an early indication of deteriorating aggregate consumer fundamentals. The data indeed suggests that this cohort’s cash holdings are depleting. However, the Fed…
According to BCA Research’s Private Markets & Alternatives service, the Sports Franchise market presents a compelling opportunity for Private Equity due to its strong growth potential, evolving business models, and…
BCA Research’s European Investment strategists looked at previous episodes of carry-trade blowups and assessed the performance of the Eurozone’s key sectors, national markets, and currencies three and six months…