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...
October 6, 2021
In October’s Investment Strategy Quarterly titled: The World Awakens, Raymond James analysts discuss the eagerly awaited COP26 UN Climate Change Conference, the ongoing U.K. energy crisis (which goes beyond petrol stations running out of fuel!) and the strong long-term potential of emerging markets despite an initial uneven recovery.
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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...