Global Asset Allocation
Beta Report
The Benefits Of Geopolitical Promiscuity
We have long argued, on a case-by-case basis, that countries willing to play the superpowers against each other win in a multipolar world. The logic is intuitive, and in this report, we measure it systematically.
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BCA Research | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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