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Global Asset Allocation

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

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Global Asset Allocation 
BCA Research's portfolio construction service, advising CIOs and asset allocation teams on the optimum way to structure a global multi-asset portfolio.

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Recommendations

on all major assets

A "one-stop shop"

for BCA Research's across-the-board views, with inputs from all our specialists, from energy to US fixed income, from China to geopolitics

Coverage

of both Tactical Asset Allocation (TAA) and Strategic Asset Allocation (SAA)

GAA can become part of your investment process

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

Regular conference calls with the GAA team

to stress-test your views, cover the latest macro data, and discuss market pricing

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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 ​

"GAA understands 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" 

Strategist, Juan Correa and Garry Evans, Chief Strategist, Global Asset Allocation

What is included

Global Asset Allocation - What's Included

Tactical Asset Allocation (TAA) Reports

Our Monthly TAA reports cover our 6-12 month view for all major asset classes. Quarterly TAA reports go into more depth and answer common client questions. We cover the risk-reward profile of every asset, considering both the macro backdrop and market pricing. We also take a holistic portfolio view, recommending hedges against the more salient risk to our view.

Special Strategic Asset Allocation Reports (SAA)

We write 10-12 reports a year on SAA topics. Our coverage includes topics such as factor investing, dilution, sector vs country effects, inflation hedging, safe havens, tail risk strategies, and rebalancing. Every year we also update our Capital Market Assumptions, which provide expected returns, volatility, and correlation estimates for all major asset classes for the next decade.

Client Interaction

We can tailor calls and visits, review your portfolio against the BCA view and/or act as a sounding board for your allocation issues. We can help tackle the big asset allocations questions your team is struggling with, tailoring our approach to your specific goals and constraints.

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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Juan Correa and Garry Evans

Strategist and Chief Strategist, Global Asset Allocation

Juan serves as Strategist for Global Asset Allocation, our portfolio construction service that provides guidance to Chief Investment Officers (CIOs) and asset allocation teams on structuring optimal global multi-asset portfolios.

Juan began his career at BCA Research in 2015 as a Research Associate within the Emerging Markets Strategy team. He progressed through roles as a Research Analyst, working closely with our Foreign Exchange Senior Analyst and Global Asset Allocation Senior Analyst, before assuming the title of Associate Strategist in 2021. He has also been a guest lecturer at both McGill and Concordia Universities. Juan holds a BCom in Finance and Economics from McGill University, as well as the CFA designation.

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA in 2015, Garry has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy.

Prior to BCA, Garry was the Managing Director and Global Head of Equity Strategy at HSBC, and Editor of Euromoney Magazine. Garry has a Masters in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University.