BCA Research is one of the world’s 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.
Jaymie Sullivan,
Managing Editor
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.
 
U.S. sector and industry allocation advice provides clients with key inputs into setting their own equity portfolio strategies and enhancing returns.
Discussion of key themes and ideas help clients understand the underlying forces that will shape the equity market outlook.
Specific recommendations grounded in insightful analysis and backed by proprietary indicators allow clients to capitalize on profit opportunities as well as preserve capital.
Weekly Bulletins
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.
Daily Insights
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.
Cyclical Indicator Updates
A bi-monthly overview of emerging themes along with a detailed review of our longer-term sector indicators.
Capitalization Strategy Reports
A monthly report detailing the outlook for small- and mid-cap index relative performance, based on key macro drivers of the equity size cycle.
Special Reports
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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