Macro Research for Asset Managers
Macro Insight That Strengthens Allocation Decisions
Shape your portfolio for success through every market cycle. For over 75 years, BCA has delivered independent macro research across global markets and asset classes, helping asset managers anticipate change, manage risk, and allocate with conviction.
Why Asset Managers Rely on BCA for Macro Insight
In complex and evolving markets, success depends on making informed allocation decisions while managing risk, liquidity, and regulatory constraints.
Our clients use BCA to sharpen conviction, improve risk assessment, and incorporate forward-looking macro perspectives throughout the investment process.
Who we work with
BCA partners with asset managers operating across strategies, asset classes, and investment horizons.
CIOs and Chief Strategists setting long-term allocation and risk frameworks
Global Macro and Multi-Asset Fund Managers managing diversified portfolios
Equity and Fixed Income Portfolio Managers aligning positioning with macro conditions
Analysts and Economists seeking clearer context and scenario analysis
“BCA Research is a must-have for any investor looking to gain an informational edge in today's complex markets. Between the insightful reports, webcasts, and direct access to the strategists, we receive a constant stream of cutting-edge investment insights.”
Chief Investment Officer, Polus Capital
What you get
Benefit from global macro intelligence delivered in formats built for clarity and action.
Our research surfaces what matters most, so you can navigate market cycles, manage risk, and allocate with conviction.
Executive, decision-ready macro insights designed to support both strategic and tactical allocation decisions
Portfolio-relevant analysis across equities, fixed income, commodities and currencies
Unmatched breadth and depth across all major asset classes, regions and macro themes, supported by proprietary models
Independent analysis free from trading or banking conflicts
Global Asset Allocation
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure ...
GeoMacro
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dyna...
Global Investment Strategy
As BCA Research’s flagship publication, the Global Investment Strategy service provides macro-based investment recommend...
Our Track Record
We have a proven track record of helping our clients make the right calls.
Meet our Team
With 20 senior strategists and more than 60 researchers worldwide, BCA operates the largest macro-focused team in independent research – bringing depth, specialization, and diverse perspectives to every market environment.
Our clients don’t just read our research, they engage directly with the people behind it.
Featured Reports from BCA Research
Conviction starts with better macro insight.
Join the world-class asset managers that rely on BCA to guide their allocation decisions, navigate every market cycle with confidence, and seize opportunities.
