US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and contracted -0.3% ...

Soft data is deteriorating, and early signals suggest hard data may soon follow, supporting a shift toward defensive ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

BCA House View: Bracing For Recession And Rising Stagflation Risk ...

USD Weakness Overdone As Safe-Haven Bid Likely To Return ...

"The BCA Global Investment Strategy offers us a comprehensive and original top-down approach. They are not afraid to challenge consensus and are always thought-provoking.” Partner, Marshall Wace "BCA ...