Jul 13, 2021 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 2Q21 Market Commentary: A Game of Tug of War—Demand-Driven Economics May Lead to a New Economic Regime July 13, 2021 | COMMENTARY In the first quarter we reflected on the amazing dichotomy between Q1 2020 and Q1 2021, and yet, despite the rapid changes...
Jun 21, 2021 | Blog, Timely PM Updates, Videos
Written by VIDEO: Investment Committee “Minutes in a Minute” – June 2021 June 21, 2021 | VIDEOS Our new video series, “Minutes in a Minute” launched this month to provide an insider’s look at our weekly Investment Committee...
Apr 27, 2021 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: BCM’s 1Q21 Quarterly Market Update Call with the PM April 27, 2021 | COMMENTARY Economic growth picked up and the market trended higher in Q1, but it wasn’t without some chop as investors grappled with concern about rising interest rates...
Apr 13, 2021 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment April 13, 2021 | TIMELY PM UPDATES From time to time, we find it useful to go back and read our past quarterly letters with the benefit of hindsight. We feel that the 1-year...
Jan 20, 2021 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: BCM’s 4Q20 Quarterly Market Update Call with the PM January 20, 2021 | VIDEOS It was a year of firsts and unprecedented events, but—at a high level—2020 was almost the perfect continuation of the trends established in the decade that preceded...
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