Global Investment Strategy

Competitive Advantage

  • BCA Research’s premier international investment service, Global Investment Strategy provides asset allocation advice and timely forecasts to assist clients in setting their own investment strategy.
  • Discussion of key economic and investment themes help clients understand the underlying forces that are shaping the global economic and financial market outlook.
  • The approach is unique and the result is timely, actionable recommendations which allow clients to capitalize on profit opportunities as well as preserve capital.

Provides strategic insight that anticipates the major intermediate and cyclical trends in the equity, interest rate and currency markets of the major global economies.

Deliverables

Quarterly Strategy Outlooks
The quarterly reports highlight developing investment themes, identify opportunities and risks, recommend strategy and review performance.

Weekly Reports
Update our strategy and recommended portfolio mix. Weekly reports also keep clients informed of any important changes signaled from our proprietary indicators.

Special Reports
Focusing on original investment ideas, these in-depth Special Reports drill down into relevant issues affecting the outlook.

Asset Allocations And Market Indicators
A monthly model-driven asset allocation report with a complete review of our proprietary market indicators.

Online Research Chartbooks
An extensive selection of charts and indicators for global equities and bonds.

Chen Zhao, Chief Strategist

Chen Zhao joined BCA Research in 1992 and is Chief Strategist of BCA’s Global Investment Strategy service. During his tenure at BCA, he launched both the China Investment Strategy (1993), the Emerging Markets Strategy (1998), and was Chief Strategist of both publications until 2005 when he moved to his current position as the firm’s Chief Global Strategist. Mr. Zhao was formerly a professor at Beijing’s Central University of Finance and Economics and also worked as a senior advisor to several of China’s government organizations. His articles and commentary frequently appear in world-leading financial newspapers such as The Wall Street Journal and Financial Times. He holds an MA (Economics) from the Central Institute of Finance and Banking in Beijing, was a visiting scholar at the University of Illinois, and pursued postgraduate studies at McGill University.

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