BCA’s Barnes Says He’s Worried About U.S. Fiscal Situation

Reprinted from:  http://bloomberg.com inancial markets will turn on the U.S. as they have on European governments if the U.S. fiscal situation doesn’t improve, said Martin Barnes, Chief Economist at BCA Research in Montreal. The risks posed by … [More.]

Oil: A Temporary Selloff?

Oil prices may stay under downward pressure in the near term and are particularly vulnerable to euro volatility. Nonetheless, our cyclical bias is still positive. pullback in oil prices was overdue based on technical readings and sentiment, but th … [More.]

A Case For U.K. Equities

Although the U.K. economy faces severe headwinds for a long time, there is a building case for adding exposure to U.K. equities within global stock portfolios. t is a well-known fact that the U.K. economic environment will remain very … [More.]

Global Economic Outlook Brightens, Thanks to China

Reprinted from The Gazette By: Jay Bryan an Wang, Chief Strategist of BCA Research's China Investment Strategy publication, is one of the Canadian analysts who follows the emerging giant the most closely. While he's still keeping a wary eye … [More.]

HedgeFund Intelligence; Global Hedge Fund Assets Edge Up

Reprinted with permission from HedgeFund Intelligence ssets in global hedge funds edged up slightly during 2011, despite the strong headwinds in global markets and the negative performance delivered on average from funds in the industry last … [More.]