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| BCA Research
is one of the worlds leading independent
providers of global investment research. Since
1949, the firm has provided its clients with
leading-edge analysis and forecasts of the
major financial markets, with clear and focused
recommendations for investment strategy
backed by time-tested proprietary indicators.
BCA Research provides its services to investors
in more than 80 countries through a range
of products, consulting and conferences. |
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| Jaymie Sullivan returned to BCA Research in 2007 after spending five years as a global macro strategist at Moore Capital Management, LLC where she was responsible for developing intermediate-term investment strategy. Ms Sullivan specializes in using a top-down approach to generate sector and industry level investment opportunities. With over a decade of investment research experience, Ms Sullivan began her career at BCA in the Emerging Markets Strategy team. Ms Sullivan has an honors degree in Economics from McGill University and also holds the CFA designation. |
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| U.S. sector and industry allocation advice provides clients with key inputs into setting their own equity portfolio strategies and enhancing returns. |
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| Discussion of key themes and ideas help clients understand the underlying forces that will shape the equity market outlook. |
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| Specific recommendations grounded in insightful analysis and backed by proprietary indicators allow clients to capitalize on profit opportunities as well as preserve capital. |
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| Bulletins are e-mailed every Monday and drill down our big picture view into specific sector strategies. It also contains an update of our view on each equity sector and industry group in the form of an overweight, neutral or underweight position. |
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| Daily e-mails backed by an at-a-glance chart provide clients with specific investment recommendations, discuss recent market developments or alert clients of changes in our positions. |
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| A bi-monthly overview of emerging themes along with a detailed review of our longer-term sector indicators. |
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| A monthly report detailing the outlook for small- and mid-cap index relative performance, based on key macro drivers of the equity size cycle. |
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| These reports drill down into specific ideas or emerging themes affecting the outlook for specific sectors or the market in general. |
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