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GLOBAL ASSET ALLOCATION

Portfolio construction service, advising CIOs and asset allocation teams on the
optimum way to structure a global multi-asset portfolio.

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QUARTERLY PORTFOLIO OUTLOOK: RECESSION SIGNS INCREASE



Clear signs are emerging of a slowdown in US growth, as tight monetary policy
finally starts to bite. Risk assets have s...


THE DILUTION EFFECT: WHY ECONOMIC MIRACLES ARE OFTEN INVESTMENT DUDS



It is well documented that economic growth has little to no relationship with
long-term country returns. But if GDP...


THEMATIC INVESTING: THREE TIPS FOR INVESTING IN “THE NEXT BIG THING”



Thematic investing has become increasingly important for investors over the past
few years. However, the vast majority o...


GLOBAL ASSET ALLOCATION 
A "ONE-STOP SHOP" ACROSS BCA RESEARCH'S VIEWS, WITH INPUTS FROM ALL OUR
SPECIALISTS, FROM ENERGY TO US FIXED INCOME, FROM CHINA TO GEOPOLITICS.

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GLOBAL ASSET ALLOCATION

Focuses on holistic portfolio performance, balancing our views, with hedges
against alternative scenarios, and looking for portfolio positions where risk is
best rewarded.


PART OF YOUR INVESTMENT PROCESS

We often call into clients' investment committees, trustee meetings, or the
allocation team's monthly discussion.


RECOMMENDATIONS ON ALL MAJOR ASSETS

Quant models supporting the equity country and sector recommendations.


REGULAR CONFERENCE CALLS WITH OUR TEAM

Stress-test your views and get new insights and a comprehensive discussion of
the macro data.

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IN THE NEWS


GARRY EVANS SPEAKS TO AUSBIZ ABOUT NET ISSUANCE AND GLOBAL MARKETS




GARRY EVANS TALKS ABOUT APAC MARKETS WITH KOREA ECONOMIC DAILY




GARRY EVANS SPEAKS TO AUSBIZ ABOUT THE PROSPECT OF A GLOBAL RECESSION




"WE UNDERSTAND THAT EVERY INVESTOR IS DIFFERENT. WE CAN BECOME PART OF A
CLIENT'S ASSET ALLOCATION PROCESS TO HELP IDENTIFY WHERE BEST TO TAKE RISK TO
ACHIEVE THE REQUIRED PORTFOLIO RETURN.”

Garry Evans, Chief Strategist, Global Asset Allocation




WHAT IS INCLUDED




QUARTERLY REPORTS

Cover all major asset classes globally. Emphasis is placed on where we have
added value, as well as where we have fallen short. Our model portfolio
performance is reviewed to hold us accountable.  These are backed up with
Monthly reports to update the most recent Quarterly report.


SPECIAL REPORTS

We have written on such diverse topics as how we apply the principles of
behavioral finance, sector versus country effects, a series of indicators to
monitor for the onset of an equity bear market, and the role of hedge funds,
among many others.


CLIENT INTERACTION

We can extract any part of our process and highlight its relevance to you.  We
can tailor calls and visits, review your portfolio against the BCA view and/or
act as a sounding board for your allocation issues.


QUARTERLY WEBCASTS

Presentations and roundtable discussions showcasing latest research with lively
Q&A.

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RECENT GLOBAL ASSET ALLOCATION SPECIAL REPORTS:



FACTOR INVESTING, CAPITAL MARKETS ASSUMPTIONS, THEMATIC INVESTMENT, REBALANCING,
INFLATION HEDGES, SAFE HAVENS, STOCK-BOND CORRELATION, ALL-WEATHER INVESTING

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GARRY EVANS

Chief Strategist, Global Asset Allocation

GARRY IS THE CHIEF STRATEGIST FOR GLOBAL ASSET ALLOCATION, OUR PORTFOLIO
CONSTRUCTION SERVICE THAT ADVISES CIOS AND ASSET ALLOCATION TEAMS ON OPTIMAL
WAYS TO STRUCTURE GLOBAL MULTI-ASSET PORTFOLIOS. GARRY HAS LED THIS SERVICE
SINCE JOINING BCA IN 2015 AND IS ALSO A MEMBER OF THE BCA RESEARCH LEADERSHIP
TEAM.

Before joining BCA, Garry was Managing Director and Global Head of Equity
Strategy at HSBC, based in Hong Kong. During his 16-year tenure there, he also
served as Japan Strategist, Asia-Pacific Strategist, and Head of Research in
both Tokyo and Hong Kong. He began his career at Euromoney Institutional
Investor and served as Chief Editor of Euromoney Magazine.

Garry holds a Master in Asian Studies from Cambridge University and undertook
postgraduate studies in Economics at Kyoto University, Japan.


PRODUCTS

 * Products
   * Global Macro
     * BCA Live & Unfiltered
     * Counterpoint
     * Daily Insights
     * Geopolitical Strategy
     * Global Asset Allocation
     * Global Investment Strategy
     * Private Markets & Alternatives
   * Regional Analysis
     * China Investment Strategy
     * Emerging Markets Strategy
     * European Investment Strategy
     * US Political Strategy
     * US Investment Strategy
   * Asset Class
     * Commodity & Energy Strategy
     * Foreign Exchange Strategy
     * Global Fixed Income Strategy
     * US Bond Strategy
     * US Equity Strategy
   * Tools & Analysis
     * Equity Analyzer
     * Chart Explorer
     * eAcademy


WHO WE HELP

 * Who we help
   * Asset Managers
   * Asset Owners
   * Alternatives
   * Wealth Managers


INSIGHTS

 * Insights
   * Economy
   * Geopolitics
   * Monetary Policy
   * Private Markets
   * Commodities


ABOUT US

 * About Us
   * Our Team
   * Track Record
   * Contact us
   * Communiquer avec Nous
 * Contact Us


FOOTER BOTTOM

 * Disclaimer
 * Privacy Notice
 * Modern Slavery Act Transparency Statement

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