- Presents a fixed income allocation framework, utilizing proprietary indicators as key inputs into setting global bond portfolio strategy.
- Evaluates key macroeconomic trends, global themes and event risks to help clients understand underlying forces that impact fixed income markets.
- Delivers specific bond trading recommendations, including yield curve, and sector and country strategies that allow clients to capitalize on relative value opportunities as well as preserve capital.
Asset allocation, duration, and specific trading ideas for the developed countries across all bond sectors.
Reports discuss key issues related to the global bond market, specific investment strategy, recommended portfolio allocation, and analysis of the current readings from our proprietary indicators.
Mark McClellan, Chief Strategist
Mark McClellan joined BCA Research in 1996 and is currently Chief Strategist of both the U.S. Investment Strategy service and the Global Fixed Income Strategy service. During his tenure at BCA, he was both the Chief Strategist for the U.S. Fixed Income Analyst and responsible for launching the firm’s Global Fixed Income Strategy service (2002). Prior to joining BCA, Mark spent seven years with the Bank of Canada. He holds an MA (Economics) from the University of Western Ontario, Canada.
Download a PDF of the Global Fixed Income Strategy.
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