Global Investment Strategy combines our knowledge of macroeconomics with deep analysis of financial markets in order to help our clients generate alpha.
A Wealth of Knowledge
Global Investment Strategy has become one of the most widely read publications among elite investment managers. Led by Peter Berezin, who brings 25 years of experience on Wall Street and in the research department of the International Monetary Fund.
Unique and Contrarian Ideas
Our goal is not to track market developments but to predict them. Borrowing ideas from biology, physics, cosmology, and other sciences, Global Investment Strategy interprets economic developments in a novel, and often highly contrarian, light.
Notably, Peter’s “kinked Phillips curve framework” has successfully predicted the twists and turns of growth and inflation in the post-pandemic economy.
State-of-the-Art Forecasting Tools
We recently launched our MacroQuant 2.0 model, that provides investors with actionable recommendations.
It is powered by an innovative learning algorithm and accesses hundreds of super-leading indicators, that not only lead the economy but also lead financial markets.
What our clients say
"The BCA Global Investment Strategy offers us a comprehensive and original top-down approach. They are not afraid to challenge consensus and are always thought-provoking.”
Partner, Marshall Wace
MacroQuant 2.0
Global Investment Strategy's state-of-the-art forecasting quant model
Covering all major financial markets
Forecasts direction of equities, fixed income, currencies, and commodities - across tactical and strategic time horizons.
Proprietary Indicators
Draws on thousands of data series - including proprietary BCA Research indicators.
Proprietary Indicators
Model evolves and adapts to market movements.
Equity sectors and regions
The model's proprietary Stock Coach ranks all major equity sectors and regions to shape portfolio recommendations.
Outperforms market
Significantly outperforms buy-and-hold portfolio.
Drives actionable recommendations
Informed Global Investment Strategy view to remain positive on stocks through 2023 and go long on TLT ETF in Sept 2023.
Our Calls
We have a proven track record of helping our clients make the right calls.
Dec 2022
Immaculate Disinflation
Going into 2023, Global Investment Strategy predicted that it would be a year of immaculate disinflation and continued positive equity returns. In late September of that year, we recommended that investors overweight long-term bonds in fixed-income portfolios.
Sep 2022
High-Conviction “No Recession” Call
While most others were calling for an imminent downturn, Global Investment Strategy argued that the US would avert a recession and that stocks would rebound.
Jun 2021
Trading Big Swings In Bond Yields
Having warned that inflation was poised to surge, the Global Investment Strategy service initiated a short 10-year Treasury trade at a yield of 1.45% in June 2021, a position which was closed in October 2022 for a double-digit gain. GIS then went tactically long the iShares 20+ Year Treasury Bond ETF (TLT), closing it in less than two months for another double-digit gain, before moving to the sidelines.
Feb 2020
Pandemic Calls
Stressing how exponential growth tends to catch people off guard, the Global Investment Strategy service cautioned in February 2020 that investors were far too complacent about the spreading virus. After stocks crashed, GIS turned bullish and predicted a V-shaped economic recovery.
What is included
Strategy Reports
These reports keep our clients abreast of any important shifts in the macroeconomic landscape. They include updates of our strategy and recommended portfolio mix, complete with the performance of our trade recommendations.
Special Reports
These reports focus on original and “outside the box” investment ideas. Several of Peter’s reports on AI were widely discussed in the financial media.
MacroQuant Monthly
A discussion of the latest recommendations from the GIS MacroQuant model.
Quarterly Strategy Outlook
These reports take a deep and holistic dive into the outlook for the global economy and financial markets.
Special Alerts
Ad-hoc special insights signaling major shifts in investment service.
Conference Calls
In-person and virtual meetings. Client queries also addressed via email.
Peter Berezin
