What’s On Mark Mobius’s iPad?

Long suspected, but finally confirmed! Have you downloaded the BCA iPad App? Available FREE on the itunes Store. … [More.]

Greek Real Estate: Time To Buy

Improving conditions in the periphery are creating opportunities for investors in commercial real estate. Indeed, stabilization in Europe has translated to improvements across the board in terms of upside in the CRE market, but the improvement in … [More.]

Where Are We In The U.S. Household Deleveraging Cycle?

The U.S. recovery during the past seven years has closely followed the average experience of other industrialized countries that have been through a similar credit-driven housing boom and bust. If anything, the decline in U.S. output has been … [More.]

U.S. REITs Are On Sale

The 10-year Treasury yield has jumped 30bps from its late-October trough, and is still below the 3% hit in early-September, yet the S&P REITs index has fallen to fresh three-year lows. Our U.S. equity strategists see such pessimism as … [More.]

U.S. Financial Stocks: Stay Overweight

The summer pullback in our Cyclical Macro Indicator (CMI) for the financial sector, caused by the tightening in financial conditions and the dip in overall credit growth, mortgage refinancing and narrowing yield curve, has nearly fully reversed. Our … [More.]