U.S. Equity Strategy

Competitive Advantage

  • Examines both sector specific micro and macro factors to provide clients with a view that highlights sustainable trends.
  • Presents U.S. sector and industry allocation advice with the key inputs necessary to set equity portfolio strategy and enhance returns.
  • Delivers specific recommendations grounded in insightful analysis, backed by proprietary indicators, allowing clients to capitalize on profit opportunities as well as preserve capital.

Comprehensive cyclical sector and industry group allocation advice and trading recommendations.

Deliverables

Weekly Reports
Reports drill down our big picture view into specific sector strategies and update our view on each equity sector and industry group in the form of an overweight, neutral or underweight position.

Daily Insights
Daily updates backed by an at-a-glance chart provide clients with specific investment recommendations, discuss recent market developments or alert clients of changes in our view.

Cyclical Indicator Update
A bi-monthly overview of emerging themes along with a detailed review of our longer-term sector indicators.

Special Reports
These Special Reports highlight specific ideas or emerging themes affecting the outlook for specific sectors or the market in general.

David Abramson, Chief Strategist

David Abramson has been with BCA Research since 1987 and is currently the firm’s Director of Research and Chief Strategist of both the Commodity & Energy Strategy and the U.S. Equity Strategy. In his tenure of over 25 years at BCA, he has served as Chief Strategist for the China Investment Strategy, Foreign Exchange Strategy, and European Investment Strategy. In addition, David is a lecturer in International Finance with McGill University and serves on the Client Committee for the Kenneth Woods Portfolio Management program at Concordia University. Before joining BCA, he worked in the international department of the Bank of Canada for three years modeling exchange rates and trade flows. He holds an MBA and an MA in International Relations from the University of Chicago, as well as an MA in Economics from Carleton University.

Download a PDF of the U.S. Equity Strategy.

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