Thank you to all the clients and attendees who participated in our discussions and meetings in Sydney, Melbourne, Singapore and Hong Kong this week with Brian Payne, CFA, CAIA, Chief Strategist for Private Markets & Alternatives Strategy at BCA Research. Brian discussed the opportunities and risks across private markets. He provided insight into his and BCA’s recession forecast and how it plays into his recommendations across private market and alternative assets. To know more BCA Research’s Private Markets & Alternatives strategy, please reach out to us at contactbca-apac@bcaresearch.com. Carla Ornsby Dimitri Baveas 🔑Kahfai Kok John Hickman Tanya Sinha Michelle Yu
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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.
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Yesterday, we had the pleasure of welcoming Brian Payne, CFA, CAIA, Chief Strategist for Private Markets & Alternatives at BCA Research, who delivered the keynote address titled "Private Markets & Alternatives: Forecasting Private Market Returns." and participated in the panel discussion, “Why Private Markets, Why Now?” at the Private Market Leaders Forum hosted by Institutional Investor at the Island Shangri-La, Hong Kong. Brian shared the key issues surrounding private markets currently and his insights on forward looking return expectations. To know more BCA Research’s Private Markets & Alternatives strategy, please reach out to us at contactbca-apac@bcaresearch.com. #privatemarkets #privatemarketassets #marketreturns
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BCA Research reposted this
It started with MSFT in Sept (with Constellation Energy), then GOOGL yesterday, and AMZN today (with Dominion Energy), all signing deals for nuclear energy! Will META be next, and if so, who will they partner with? Jérémie Peloso, CFA and I first introduced a custom portfolio on utility stocks exposed to the unfolding nuclear renaissance theme in April. We continue to recommend it to clients (Chart). Both Constellation and Dominion feature. What other names (META's partner?) are in the basket? Use BCA Research's Equity Analyzer platform to learn more, leveraging our 30 factor model for deeper analysis, following this link: https://lnkd.in/egKu4nSm Still not using Equity Analyzer? Time to react (pun). Your account manager is waiting to put you on trial. New to BCA Research? Start here: https://lnkd.in/e66ivyxU #PoweredByEquityAnalyzer #NuclearEnergy #BigTech
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BCA Research reposted this
almost exactly a year ago the BCA Research European team headed by Mathieu Savary, CFA called the European Auto sector a #valuetrap - being underweight the #german #car #manufacturers was a great relative trade - for strong #macro #research on #europe ask for a #trial to our research
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BCA Research reposted this
Thank you for a valuable evening of thoughtful discussions ! We would like to thank Ryan Swift Chief US Fixed Income Strategist at BCA Research for his informative presentation on US bond strategy. We also appreciate our members for their contributions, which added to the conversation and made the evening worthwhile. #CFASAUDI #CFA #Saudi
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BCA Research reposted this
After Microsoft's deal a couple of weeks ago, here comes #Google. This time it involves SMRs. On the one hand, this is exciting news. On the other hand, we must be cautious when dealing with the #SMR technologies. If you read in between the lines of the FT article you will see it too: The company selected to build those SMRS, #Kairos, received a construction permit for a demonstration reactor last December, expected to be operational by 2027. I want to be hopeful, but I doubt this seven-year-old start-up will manage to go from demonstration reactor to commercial deployment by 2030 - which is what the order placed by Google is about. That being said, it is still in line with what Guy Russell and I wrote at BCA Research back in April: #AI is electrifyingly energy intensive and will become the most nuclear-friendly megatrend.
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BCA Research reposted this
BCA Research | Hong Kong, Singapore, India, Vietnam & Philippines- Asia South | Premier Global Macro Strategy House
Another blockbuster BCA Research Global Investment Breakfast in Hong Kong hosted in front of a full house by Chief Global Strategist Peter Berezin. Next Stop Singapore… Thank you to all of our clients for your continued support and if you are an investor interested in taking a closer look at Peter’s research please reach out or visit https://lnkd.in/grj4TWQN
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BCA's Counterpoint Chief Strategist, Dhaval Joshi, discusses the minutes from the Federal Reserve’s September meeting and the state of the US economy on CNBC's Squawk Box Europe. Watch the full interview 📹: https://lnkd.in/ePHtFU7v #BCA #macroeconomics #USeconomy #FedMinutes #CNBC
Fed minutes: Aggressive rate cuts don't feel right, strategist says
cnbc.com
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US Investment Chief Strategist, Doug Peta, CFA, will discuss US markets outlook and investor strategy on CNBC's Squawk Box Asia with Martin Soong and Sri Jegarajah on October 9th at 6:00PM EDT. Don't miss it! See the interview live here: https://lnkd.in/g3DmhEa #BCA #macroeconomics #USmarkets #CNBC
Squawk Box (Asia) - CNBC
cnbc.com
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BCA Research reposted this
BCA Research Logistics Real Estate has spearheaded the exceptional performance of the Industrial Real Estate sector. While e-commerce provided a significant boost, its growth is now stabilizing. As our outlook on CRE grows increasingly bullish, investors should prepare for strategic deployments in 2026, with California and Dallas emerging as prime targets. #PrivateMarkets #CRE #AssetAllocation https://lnkd.in/eaRxeYmd