Douglas Peta

Doug Peta

U.S. Investment Strategy

Competitive Advantage
  • Presents clear strategic and tactical portfolio allocation advice for the U.S. financial markets, providing clients with key inputs for setting their own investment strategy.
  • Focuses on key economic and policy issues to help clients understand the big picture and which underlying forces stand out in shaping the U.S. investment outlook.
  • Delivers a concise view of the expected direction of U.S. financial markets and an assessment of risk that allows clients to capitalize on profit opportunities as well as preserve capital.
  • Puts global developments into perspective for investors in U.S. assets.

Deliverables

WEEKLY REPORTS: Reports provide clients with specific investment strategy, timing advice, recommended portfolio allocation along with updates of our proprietary indicators.

SPECIAL REPORTS: Focusing on original investment ideas, these in-depth Special Reports drill down into the key issues affecting the outlook.

ONLINE RESEARCH CHARTBOOK: An extensive selection of all the major financial and economic variables highlighting the key charts and indicators that BCA Research is monitoring, giving clients a clear long-term perspective.

Doug Peta is currently BCA’s Senior Vice President of both the U.S. Investment Strategy service and the Global ETF Strategy service. He joined BCA Research in 2010 and has also led the Global Asset Allocation service. He has 20 years of investment experience as a strategist, analyst and trader. He earned an MBA with Honors in Finance and Economics from the University of Chicago and a B.S. in Accounting from the University of Virginia. He is a CFA charter holder.


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