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SHAPE YOUR CONVICTION™

Turning original macro insights into market actions since 1949

Explore our research


OUR METHOD

Fiery, collaborative process

A research staff of 60+ committed to non-consensus daily debate

Confidence-inspiring fact base

Decades of analysis on over 200,000 data series, which build up to thousands of
proprietary indicators

Macro experts who challenge you

The push and pull in one-on-one conversation to shape your conviction


OUR MACRO RESEARCH SERVICES

Multi Asset: Global

Composed investment narratives derived from global macroeconomic and
geopolitical intelligence.

 * BCA Live & Unfiltered
 * Counterpoint
 * Private Markets & Alternatives
 * The Bank Credit Analyst
 * Daily Insights
 * Geopolitical Strategy
 * Global Asset Allocation
 * Global Investment Strategy

Multi Asset: Regional

Measured impact in specific regions of pertinent global information

 * US Political Strategy 
 * China Investment Strategy
 * Emerging Markets Strategy
 * European Investment Strategy
 * US Investment Strategy

Single Asset

Pinpointed macro effects on specific asset classes

 * Commodity & Energy Strategy
 * Foreign Exchange Strategy
 * Global Fixed Income Strategy
 * US Bond Strategy
 * US Equity Strategy


OUR MID- AND LONG-TERM CALLS

Explore insights from our 70-year history

CHALLENGE YOUR INVESTMENT CONVICTION WITH INSIGHTS FROM BCA RESEARCH

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SEE EXAMPLES OF OUR WORK

So Much For Détente?

Daily Insights

June 27, 2023

Talks of a détente are premature and there is no domestic political basis in
China or the US to support a true détente. Investors should not underappreciate
global risk, on the basis of a détente, and should avoid Greater China equities
in the next 18 months.

So Far, So Good On The Road To 4,500

Daily Insights

June 20, 2023

We remain tactically overweight equities but are preparing to transition to
equal weight once the S&P 500 reaches 4,500. Although the index may well peak
above our target, we do not expect the rally will last beyond the summer.

IS China In A Liquidity Trap?

Daily Insights

June 6, 2023

Chinese stocks and the yuan will continue drifting lower. Continue receiving
10-year swap rates in China. There is potential for a further decline in
commodity prices, EM risk assets and global cyclicals. Stay put.

See more insights


MEET OUR RESEARCH TEAM

A worldwide group of more than 60 financial experts

Nicoletta Manoleas

Managing Director

Nicoletta Manoleas has been with BCA Research since 1985 and is currently the
Managing Director

Arthur Budaghyan

Chief Strategist

Arthur is currently BCA Research’s Chief Strategist, Emerging Markets Strategy.
Since joining BCA Research in 1999, he has been responsible for EM trading
strategies and became the Chief Strategist of the Emerging Markets Strategy in
2005.

Peter Berezin

Chief Strategist

Peter is currently BCA Research’s Chief Global Strategist and Research Director.
Since joining BCA Research in 2010, he has served as Managing Editor of The Bank
Credit Analyst as well as helping to develop and launch BCA Research’s Equity
Analyzer Service.

Garry Evans

Chief Strategist

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation.
Since joining BCA Research in 2015, Garry has headed the Global Asset Allocation
Service as well as being involved in Emerging Market Sector Strategy.

Matt Gertken, PhD

Chief Strategist

Matt is currently BCA Research’s Chief Strategist, Geopolitical Strategy. He
oversees the firm’s coverage of market-relevant geopolitical, political, and
policy developments across the world.

Chester Ntonifor

Strategist

Chester is currently BCA Research’s Strategist, Foreign Exchange Strategy. He
first joined BCA Research in 2008 and has worked across Foreign Exchange
Strategy, Global Investment Strategy and Commodity & Energy Strategy.
Meet all our Strategists

OUR CLIENT WEBSITE IS UPDATED DAILY AND AVAILABLE WHENEVER AND WHEREVER YOU ARE

Access our research on your desktop or apps for your tablet and smartphone.

Explore our research

 * Macro Research
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     * BCA Live and Unfiltered
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     * Counterpoint
     * Daily Insights
     * Geopolitical Strategy
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   * Multi Asset: Regional
     * China Investment Strategy
     * Emerging Markets Strategy
     * European Investment Strategy
     * US Investment Strategy
     * US Political Strategy
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     * US Bond Strategy
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