Our Goal
Produce well-reasoned investment conclusions and actionable trade recommendations backed by data.
The Global Fixed Income Strategy is rooted in the DNA of BCA, leveraging our long history of efficiently and profitably mapping out global economic analysis into bond market strategies.
Broad Coverage
We are opportunistic as well as relevant. We cover a wide variety of countries, markets, and sectors, from government bonds to corporate debt, in both Developed and Emerging Markets.
Debate
Interaction with the team is a critical part of the service, via conference calls, face-to-face meetings and questions sent directly to us.
Proprietary Indicators
Our process is supported by a wide array of proprietary bond market indicators and valuation models.
Our Calls
Global Fixed Income Strategy has proven track record of helping clients make the right calls.
Mar 2024
Inflation-linked bonds
We introduced a new framework for investing in inflation-linked bonds (ILBs). We released a series of reports on the topic, which mapped out a golden rule for the largest ILB markets.
Dec 2023
Bond markets opportunity
We suggested that the RBA will lag the BoC in cutting rates, a large macro trade opportunity in bond markets.
Sep 2022
Macro Trades
We penned a report that laid out the conditions for being short JGBs. This was one of the most important macro trades in 2022/2023.
What is included
Strategy Reports
A key deliverables of the service are the Strategy Reports that discuss our current thinking.
Strategy Insights
We use Insights as a quick take on market-moving events, and a venue to highlight new opportunistic trades.
Special Reports
These focus on original investment ideas, drilling down into the key issues affecting the outlook for the specific fixed-income asset.
Webcasts
We enjoy the interactive nature of our webcasts, since they allow us to answer questions live.
Chester Ntonifor