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BCM Commentary, Research and White Papers

BCM produces quarterly market updates, strategy commentary and periodic research. If you have any specific topics you would like us to research and report on, we would like to hear from you! Click here to submit a topic or provide feedback.

Commentary

BCM 2Q19 Market Commentary and Strategy Update

BCM Quarterly Update Call - Sector 7.18.19

BCM Sector Rotation Strategies

Each of BCM’s Sector series includes 4 portfolios: U.S. Sector Rotation, Diversified Equity, Growth and Moderate Growth. Each portfolio uses BCM’s sector rotation process as its core equity allocation, and adds exposure to International Equity, Global Macro Equity and High Quality Fixed Income in varying allocations.

BCM Decathlon Tactics

The BCM Decathlon Tactics portfolios are global, tactical, asset allocation strategies. They invest using a defined pool of ETFs representing virtually all accessible asset classes. These are growth strategies that seek to reduce portfolio volatility and maximum drawdown, while allowing the investor to select their desired level of risk.