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BCA RESEARCH


FINANCIAL SERVICES


MONTREAL, QUEBEC 40,441 FOLLOWERS

INDEPENDENT RESEARCH SERVICES FOR INSTITUTIONAL INVESTORS WORLDWIDE
WWW.BCARESEARCH.COM

See jobs Follow
   
 * 
   View all 283 employees
   

 * Report this company
   


ABOUT US

BCA Research is a leading global provider of independent investment research.
Since 1949, BCA's mission has been to support its institutional clients to make
competitive investment decisions through the delivery of leading-edge analysis
and forecasts of all major asset classes and economies. BCA aims to educate,
inform and stimulate discussion through the application of thorough, clear and
thought-provoking research. Our clients include professionals from global
investment firms, banks, insurance companies, mutual funds, hedge funds, pension
and endowment funds, and registered investment advisors. The firm maintains a
head office in Montreal, with local offices in London, New York, San Francisco,
Hong Kong, and Sydney. To request a complimentary report or trial subscription,
please contact us at bcaresearch.com/explore-our-research.

Website http://bcaresearch.com

External link for BCA Research

Industry Financial Services
Company size 51-200 employees
Headquarters Montreal, Quebec
Type Privately Held
Founded 1949
Specialties Foreign Exchange, Equities, Fixed Income, Commodities and Energy,
Emerging Markets, Trend Forecast, Geopolitics, Frontier Markets, U.S.
Sub-Sectors, Asset Allocation, Bond Market, Macroeconomics, Economic Forecast,
Central Banks, Treasury, Asset Management, Institutional Investment, Alternative
Investment, Private Equity, Wealth Management, China Economy, EMEA Economies,
APAC Economies, US Economy, Investment Markets, Private Markets, Private Credit,
Family Offices, Macroeconomics, and RIA


LOCATIONS

 * Primary
   
   1001 de Maisonneuve West
   
   Ste. 1510
   
   Montreal, Quebec H3A 1X8, CA
   
   Get directions

 * 4 & 8 Bouverie Street
   
   London, EC4Y 8DD, GB
   
   Get directions

 * 1270 Avenue of the Americas
   
   11th Floor
   
   New York, NY 10020, US
   
   Get directions

 * 12/F, V-Point
   
   18 Tang Lung Street
   
   Causeway Bay, Hong Kong, HK
   
   Get directions

 * 3 Spring Street
   
   Level 3, Suite 5
   
   Sydney, Australia, NSW 2000, AU
   
   Get directions

 * 16 Ebenezer Road
   
   The Foundry
   
   Cape Town , 8000 , ZA
   
   Get directions

 * Sao Paulo, BR
   
   Get directions

 * West Coast, US
   
   Get directions

Show more locations Show fewer locations


EMPLOYEES AT BCA RESEARCH


 * ULRIK GRAU


 * MAGNUS RANJE
   
   CAPITAL MARKETS SALES


 * SONIA RENON-CHEVRIER, PSYCHOLOGUE, CRHA
   
   SENIOR VICE-PRESIDENT HUMAN RESOURCES


 * JONATHAN LABERGE, CFA
   
   SENIOR INVESTMENT STRATEGIST FOCUSED ON IN-DEPTH MACRO RESEARCH

See all employees


UPDATES

 * BCA Research reposted this
   
   Jérémie Peloso
   
   Strategist - European Investment Strategy at BCA Research
   
   11h
    * Report this post
      
   
   This is quite the uncommon sight: Germany dragging Eurozone real GDP output
   down. For the better part of the last 15 years, economies such as Italy,
   Spain, or Portugal were considered the culprits of slower economic growth in
   the Euro Area. Not anymore. At BCA Research, we have been arguing that the
   former PIGS (Portugal, Italy, Greece, and Spain) will surprise to the upside
   in the coming years, unlike Germany. Time for investors to update their views
   (and biases).
   
    * 
   
   19
   Like Comment Share

 * BCA Research reposted this
   
   Robert Timper
   
   Research Analyst - US Bond Strategy at BCA Research | M.Sc Applied Financial
   Economics
   
   14h
    * Report this post
      
   
   When will the US Treasury curve bull-steepen? Our latest BCA Research US Bond
   Strategy report outlines 4 indicators we monitor that determine when it is
   time to position for a bull steepening of the US Treasury curve. For more
   details, please request access to the full report here:
   https://bit.ly/3NIeJil #bonds #fixedincome #treasuries
   
    * 
   
   19
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   15h Edited
    * Report this post
      
   
   BCA Research would like to welcome AungMaw Lwin as our Chief Transformation
   Officer. Congrats, AungMaw! We look forward to working with you. #newhire
   
    * 
   
   16
   Like Comment Share

 * BCA Research reposted this
   
   Peter Berezin
   
   Director of Research and Chief Global Strategist, BCA Research
   
   1d
    * Report this post
      
   
   Companies usually reduce hiring and cut back on temporary employees in the
   lead up to recessions. Will this time be different? I think not, but timing
   is everything. I will be looking to my BCA Research MacroQuant model for a
   signal of when to go underweight on equities. After turning bullish early
   last year when most investors were wallowing in misery, the model currently
   recommends a tactical equity overweight. We will be publishing an update to
   the model recommendations at the end of this week. Will it finally turn
   bearish? Suspense!
   
    * 
    * 
    * 
   
   68 1 Comment
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   1d Edited
    * Report this post
      
   
   Last week BCA'S Chief U.S Investment Strategist Doug Peta, CFA covered for
   BCA's Chief Global Investment Strategist Peter Berezin while he was on the
   road. Read his thoughts on how Global Investment and US Investment are
   humming to the same tune.
   
   Doug Peta, CFA
   
   Strategist | Economist | Advisor | Demystifier
   
   2d Edited
   
   I enjoyed sitting in for Peter Berezin, our Chief Global Strategist, while he
   was on the road last week.   Global Investment Strategy and US Investment
   Strategy were in tune with each other and out of tune with the consensus
   heading into 2023 and it looks like we may be in for more of the same in
   2024. Clients uniformly want to know why we foresee a recession now that
   things are so good when we were in the no-recession camp last year when
   things looked so much worse.   While we're skeptical that the Fed can
   orchestrate a durable soft landing, neither USIS nor GIS is tactically
   bearish on US stocks because we both believe that asset allocators should be
   at least equal weight equities unless they believe a recession has begun or
   is just around the corner and we're not there yet.
   
   
   CHILLING WITH THE MAYTAG REPAIRMAN
   
   BCARESEARCH.COM
   
   Like Comment Share

 * BCA Research reposted this
   
   Nick Gordon
   
   Research Associate at BCA Research
   
   4d
    * Report this post
      
   
   Has Canada conquered inflation? The headline print of 2.9% released on
   Tuesday coupled with core measures of inflation reaching their lowest since
   late 2021 suggested that price pressures are easing in Canada. Additionally,
   the new house price index released on Wednesday showed a continued easing in
   home prices. Although headline inflation is barely within the BoC’s target
   range, there are reasons to be optimistic about BoC rate cuts as early as Q2
   of this year. Tight monetary policy is contributing to the surge in mortgage
   interest costs, which increased a whopping 27.4%y/y in January. Without
   mortgage interest costs, which account for 3.8% of the total weight in
   headline CPI calculations, inflation is now at 1.9%; below­ the BoC’s target!
   Admittedly, being based in Montreal, we at BCA Research may be showing our
   personal biases being cautiously optimistic about early rate cuts!
   
    * 
   
   34
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   4d
    * Report this post
      
   
   BCA’s Chief Global Asset Allocation Strategist Garry Evans joins Bloomberg to
   discuss the Equity Rally: Equities outside of the Magnificent 7 haven’t done
   that well and the current rally is limited to a small number of stocks. The
   rally can go on for a while and the timing for a bubble is hard to predict,
   but it’s looking similar to the one in 1999 that ended in a crash, so I
   wouldn’t buy Nvidia at current valuations.  To learn more about BCA
   Research’s Global Asset Allocation Service, please go here:
   https://lnkd.in/gDZBR3V https://lnkd.in/g9QY5BuW
   
   
   BCA RESEARCH'S EVANS ON MARKETS
   
   BLOOMBERG.COM
   
   4
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   4d
    * Report this post
      
   
   Garry Evans, Chief Global Asset Allocation Strategist, BCA Research was on
   "Bloomberg Markets: China Open". He discussed his market outlook and
   investment strategies with Yvonne Man and Annabelle Droulers.
   https://lnkd.in/g9QY5BuW
   
   
   BCA RESEARCH'S EVANS ON MARKETS
   
   BLOOMBERG.COM
   
   28
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   5d
    * Report this post
      
   
   BCA's Chief Counterpoint Strategist Dhaval Joshi joined Fortune to discuss
   Artificial intelligence and how it has has officially thrust the U.S. tech
   industry into a bubble. He continues by saying that Silicon Valley could be
   on the precipice of another crash. Read more now!
   
   Fortune
   
   1,831,329 followers
   
   5d
   
   Artificial intelligence has officially thrust the U.S. tech industry into a
   bubble and Silicon Valley could be on the precipice of another crash,
   according to an analyst note from BCA Research chief strategist Dhaval Joshi.
   “We are in an AI bubble,” Joshi tells Fortune. “We’ve been wowed by some of
   the results.” Few stocks embodied that wow factor like the $1.7 trillion AI
   chip giant Nvidia, which reported earnings on Wednesday, blowing analyst
   expectations out of the water. The chipmaker—dubbed “the most important stock
   on planet earth,” by a Goldman Sachs analyst—reported revenues of $22.1
   billion during the last quarter, compared to a forecast of $20.6 billion.
   Revenues for the company’s data center chips, used in AI models and
   generative AI applications, reflected increased demand and reached $18.4
   billion, up 27% from the third quarter and 409% compared to last year. Stock
   prices rose 7% in post-market trading, adding over $100 billion of value.
   While Joshi didn’t comment on Nvidia specifically, its outstanding results
   can be seen as evidence for his case. Read more: https://lnkd.in/eXp_KNPh
   
   
   $1.7 TRILLION CHIP GIANT NVIDIA JUST GAINED OVER $100 BILLION IN VALUE AFTER
   A BLOWOUT QUARTER, BUT THIS MEGA-BEARISH ANALYST SAYS THE TECH INDUSTRY IS IN
   AN AI BUBBLE
   
   FORTUNE.COM
   
   18 1 Comment
   Like Comment Share
 * BCA Research
   
   40,441 followers
   
   5d
    * Report this post
      
   
   S&P 500 could fall to mid-3000’s during the next recession: DIN Strategist
   Roukaya Ibrahim says that although we see a recession occurring over a
   12-18-month time horizon, there’s a possibility that stocks could do well
   over the near term - as the Goldilocks environment continues - until
   investors reassess their outlook as we get closer to a recession. To learn
   more about BCA Research’s Daily Insights service (DIN), please go here:
   https://lnkd.in/g4yhmR6 https://lnkd.in/ebaqaneY
   
   
   S&P 500 COULD FALL TO MID-3000S DURING THE NEXT RECESSION: ROUKAYA IBRAHIM |
   FOX BUSINESS VIDEO
   
   FOXBUSINESS.COM
   
   17
   Like Comment Share





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