Chief Strategist, David L. Abramson
- U.S. sector and industry allocation advice provides clients with key inputs into setting their own equity portfolio strategies and enhancing returns.
- Discussion of key themes and ideas help clients understand the underlying forces that will shape the equity market outlook.
- Specific recommendations grounded in insightful analysis and backed by proprietary indicators allow clients to capitalize on profit opportunities as well as preserve capital.
Comprehensive cyclical sector and industry group allocation advice and trading recommendations.
The weekly reports drill down our big picture view into specific sector strategies. Reports also contain updates of our view on each equity sector and industry group in the form of an overweight, neutral or underweight position.
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 positions.
Cyclical Indicator Update
A quarterly overview of emerging themes along with a detailed review of our longer-term sector indicators.
David Abramson, Director of Research
David Abramson joined BCA Research in 1987. He is currently Chief Commodity and Currency Strategist. From 2005 until 2007, he was the Chief Strategist of China Investment Strategy. From 2000 to 2005, he originated and managed a European institutional service. During the1990s, he was Chief Strategist of the Foreign Exchange Strategy, and also frequently contributed to the emerging market asset allocation service. In addition, Mr. Abramson is a part-time lecturer in International Business with the Concordia and McGill University Faculties of Finance. Before joining BCA, he worked in the international department of the Bank of Canada modeling exchange rates and trade flows.
He holds a M.B.A. and M.A. in International Relations from the University of Chicago, as well as a M.A. in Economics from Carleton University.
Download a PDF of the U.S. Equity Strategy.
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