July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 5, 2024
This latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the US election, the effects of AI on energy markets, changing global demographics and political unrest in Europe.
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Investment Strategy Quarterly – City Of Lights, Market Of Opportunities
July 17, 2026 in
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 14, 2026 in
Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...
April 9, 2026 in
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...