Technology
Executive Summary To understand the economy and the market we must think of them as non-linear systems which experience sudden phase-shifts. The pandemic introduced phase-shifts in our lives, which led to phase-shifts in our goods demand, which led to…
Executive Summary Wars Don’t Usually Affect Markets For Long
Monthly Portfolio Update: Keep Calm And Stay Invested…
Executive Summary The Pandemic-Led Surge In E-Commerce Spending Is Reverting Back To Trend
The Pandemic-Led Surge In E-Commerce Spending Is Reverting Back To Trend…
Executive Summary Macroeconomic Backdrop Favors Defensive Consumer Staples
Macroeconomic Backdrop Favors Defensive Consumer Staples…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…
Highlights 2022 has had a rough start for equity investors: the S&P 500 is now down 8% from its peak, and NASDAQ is officially in correction territory. The question on everyone’s mind is how long this correction will last, and whether it is…
Dear Client, Next week there will be no regular strategy report. Instead, we will hold our quarterly webcast which will discuss the outlook for the European economy and assets in 2022. I look forward to this interaction. Best regards, Mathieu Savary…
Downgrading Semis To An Underweight…