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BCA Turn Neutral on Equities… But We’re Not

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In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Caroline Miller, a Chief Strategist at BCA Research; a leading investment strategy research house based in Montreal. The conversation focuses on BCA’s recent downgrading of global equities to neutral, discussing both the rationale for the increased caution, but also the more supportive factors in play that have prevented an even more defensive move. The debate concludes with some analysis of the dollar, looking at both a short and medium-term expectations, and the impact this could have on other asset classes. A highly informative 20 minutes.

Ben Gutteridge

Head of Fund Research

Benjamin.Gutteridge@brewin.co.uk