Q2 2021 Update

NOTE ON UPDATES Starting with Q1 2021, BCM is consolidating its various update notes into a single "Quarter Update," labelled as "Quarter Update" under Categories. This reduces redundancy and makes updates easier to follow. QUARTER REVIEW Q1 started with a rally in risk assets, but equity markets are still off their all-time-highs notched in February. … Continue reading Q2 2021 Update

Macro Value (is Now Macro Allocation) Update, Q1 2021

MACRO VALUE IS NOW MACRO ALLOCATION A quick update, moving forward our "Macro Value" strategy is being renamed to "Macro Allocation." This name change reflects adjustments we made to the strategy over the past year. The core principles are still the same, a macro approach with an emphasis on value. However, as I have been … Continue reading Macro Value (is Now Macro Allocation) Update, Q1 2021

Tactical Allocation Update, Q4 2020

QUARTER REVIEW The fourth quarter capped what can only be described as a breath-taking year for the markets (and the world). The global equity market rose +15.15% in 2020, as measured by the MSCI ACWI. While that doesn't look outstanding by itself, keep it mind that was after clawing back a -34% decline from Q1 … Continue reading Tactical Allocation Update, Q4 2020