U.S. Investment Strategy

Competitive Advantage

  • Presents clear portfolio allocation advice for the U.S. financial markets, providing clients with key inputs for setting their own investment strategy.
  • Focuses on key economic and policy issues to help clients understand the big picture and which underlying forces stand out in shaping the U.S. investment outlook.
  • Delivers a concise view of the expected direction of U.S. financial markets and an assessment of risk that allows clients to capitalize on profit opportunities as well as preserve capital.

Provides a concise view of the expected direction in the U.S. financial markets, an assessment of risk and a recommended investment strategy.

Deliverables

Weekly Reports
Reports provide clients with specific investment strategy, timing advice, recommended portfolio allocation along with updates of our proprietary indicators.

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

Online Research Chartbook
An extensive selection of all the major financial and economic variables highlighting the key charts and indicators that BCA Research is monitoring, giving clients a clear long-term perspective.

Mark McClellan, Chief Strategist

Mark McClellan joined BCA Research in 1996 and is currently Chief Strategist of both the U.S. Investment Strategy service and the Global Fixed Income Strategy service. During his tenure at BCA, he was both the Chief Strategist for the U.S. Fixed Income Analyst and responsible for launching the firm’s Global Fixed Income Strategy service in 2002. Prior to joining BCA, Mark spent seven years with the Bank of Canada. He holds a MA (Economics) from the University of Western Ontario, Canada.

Download a PDF of U.S. Investment Strategy.

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