 |
 |
| 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. |
|
|
| Ron Torrens is currently Managing Editor of the U.S.
Bond Strategy service and contributes regularly to the firm's Global
Fixed Income Strategy service. He launched the U.S. Bond Strategy
service in 2005 and has actively shaped fixed income strategy and sector
selection since joining BCA in 1998. Previously, Mr. Torrens spent eight
years as an analyst with a boutique M&A firm, two years in general management
at a startup software company, and six years as a geophysicist. Mr. Torrens
holds a B. Sc. (Eng.) from Queen's University and an M.B.A in finance from
York University. |
|
|
|
|
|
|
|
|
|
|
|
|
 |
| Discussion of key macroeconomic and policy issues that shape the U.S. investment outlook
and provide insight on the direction of interest rates and bond yields. |
|
|
| Clear asset allocation recommendations designed to outperform the key benchmarks for
the U.S. fixed income market. Sector coverage includes: Treasury, agency, MBS, corporate, high-yield and municipal markets. |
|
|
| Additional trading recommendations designed to exploit mispricings in related segments of
the bond market such as the yield curve, inflation-indexed bonds, and investment-grade
corporate bond sectors. |
|
|
| Sent to clients by e-mail every Monday, the
weekly bulletins contain a discussion of the
key issues specific to the U.S. bond market.
Main components of the service include an
overview of the investment backdrop,
recommended portfolio allocation, actionable
trading recommendations, and an
analysis of the current readings from our
proprietary indicators. |
|
|
|
| Focusing on original investment ideas,
these reports drill down into the key issues
that affect the bond outlook. They include
both brief and in-depth pieces on timely
opportunities or risks. |
|
|
|
| Over 50 charts showing relative performance
of various sectors and the latest
readings from our key indicators. |
|
|
|
|
|
