Technological Advances
Executive Summary Robotization Is Gaining Pace
The Robot Revolution…
Dear client, We will not be publishing the US Equity Strategy next week, as I will be participating in BCA Investment Conference. We will return to our regular publishing schedule on September 19, 2022. Kind Regards, Irene Tunkel Executive Summary Most Thematic ETFs Are Far Off…
Executive Summary Dollar Still The Largest Global Reserve Currency
Dollar Still Dominating Global Reserves…
Executive Summary Rebounding Chinese Auto Sales
Chinese Infrastructure Investment Growth: A Slowdown Ahead…
Listen to a short summary of this report. Executive Summary Global Equities Are More Attractively Valued After The Recent Sell-Off
Global Equities Are More Attractively Valued After The Recent Sell-Off…
Listen to a short summary of this report. Executive Summary The Number Of Babies Born In China Has Fallen By Close To 30% Since 2019
The Number Of Babies Born In China Has Fallen By Close To 30% Since 2019…
Executive Summary US biotech is trading at its greatest discount to the market. Ever. Much of biotech’s underperformance is due to transient factors: specifically, the sell-off in long-duration bonds; the focus on delivering a Covid vaccine; regulatory concerns; a drought in M&A; and a…
Highlights In the short term, the US stock market price will track the 30-year T-bond price, with every 10 bps move in the yield moving the stock market and bond price by 2.5 percent. We think that the bond market will not allow the stock market to suffer a peak-to-trough decline of more than…
Dear Client, The subject of cryptocurrencies elicits more emotion that any topic I can think of. As is true for the broader investment community, there is no unanimity of opinion among BCA strategists on the matter. This week, our Global Asset Allocation team is publishing a report taking…
Highlights Long-only investors with a minimum horizon of two years should buy the interactive entertainment sector. Hedge fund investors with a minimum horizon of two years should go long interactive entertainment versus technology. Despite a trebling of sales since 2014, interactive…