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  • Home
  • About Us
  • Our Approach
  • Our Services
    • Strategic Planning
    • Portfolio Construction & Management
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Author: Ben Bennett
April 16, 2026
By Ben Bennett
CAD Commentaries

CAD March Market Commentary

Noteworthy Developments: Global markets declined in March amid escalating tensions in the Middle East, which led to swift increases in energy prices, increased volatility, and broad risk aversion across asset classes. The Canadian dollar weakened 2.0% against the U.S. dollar. Global Equities: Global

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April 16, 2026
By Ben Bennett
USD Commentaries

USD March Market Commentary

Noteworthy Developments: Global markets declined in March amid escalating tensions in the Middle East, which led to swift increases in energy prices, increased volatility, and broad risk aversion across asset classes. Global Equities: Global equities (MSCI ACW Index) declined 7.2% in March amid risi

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April 9, 2026
By Ben Bennett
2026 Q1 Capital Markets Review

Q1 Capital Markets Review

Global equities (MSCI ACWI Index in USD) declined 3.2% during Q1 with mixed and highly volatile returns across geographies. International stocks performed strongly in January and February buoyed by expectations for global growth expansion, coupled with emerging markets exposure to picks and shovels

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March 2, 2026
By Ben Bennett
CAD Commentaries

CAD February Market Commentary

Noteworthy Developments: Global equities rose modestly in February, as strong gains in international developed and emerging markets offset declines in U.S. large-cap stocks driven by weakness in the technology and communications services sectors. The CAD was essentially unchanged vs. the USD during

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March 2, 2026
By Ben Bennett
USD Commentaries

USD February Market Commentary

Noteworthy Developments: Global equities appreciated modestly in February, as strong gains in international developed and emerging markets offset declines in U.S. large-cap stocks driven by weakness in the technology and communications services sectors. Global Equities: Global equities rose 1.3% dur

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February 6, 2026
By Ben Bennett
CAD Commentaries

CAD January Market Commentary

Noteworthy Developments: Global equities advanced in January, with the MSCI ACWI Index rising 2.5% in Canadian dollar terms (up3.0% in USD), supported by broad-based gains across regions. The CAD strengthened by 0.5% versus the US dollar. Global Equities: Global equities (MSCI ACWI Index) rose 2.5%

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February 1, 2026
By Ben Bennett
USD Commentaries

USD January Market Commentary

Noteworthy Developments: Global equities advanced in January led by strong gains in both emerging and international developed markets. Global Equities: Global equities rose 3.0% during January, as measured by the MSCI ACWI Index. US large-cap equities (S&P 500) gained 1.4%, while international d

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January 16, 2026
By Ben Bennett
2025 Q4 Capital Markets Review

Q4 Capital Markets Review

Both global equities and fixed income appreciated strongly during Q4 and delivered impressive returns for full year 2025. Tariff uncertainty continued to abate with the impact on inflation and corporate earnings much lower than initially feared. US economic growth continued to rebound strongly follo

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January 2, 2026
By Ben Bennett
CAD Commentaries

CAD December Market Commentary

Noteworthy Developments: Global equities (MSCI ACWI Index) declined 0.8% in December in CAD. However, the decline was due tocurrency translation, as CAD strengthened by 1.8% relative to the USD. In USD terms, the ACWI Index appreciated by 1.0%, with regional performance varying. Global Equities: Glo

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January 1, 2026
By Ben Bennett
USD Commentaries

USD December Market Commentary

Noteworthy Developments: Global equities advanced in December, led by international markets and value-oriented sectors, while US large-cap equities remained flat. Global Equities: Global equities rose 1.0% during December, as measured by the MSCI ACWI Index. US large-cap equities (S&P 500) were

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118 East Main St, Bozeman, MT 59715

Founded in San Francisco, our headquarters has been based in Bozeman, Montana since 2000.

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  • Phone 406-556-8202
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BCA is not for everyone – and we are proud of that distinction. We look for a select group of individuals (and their entities) whose financial position and preferences enable them to thrive while working with us.

We welcome your interest. Please give us at call at +1-406-556-8202 to set up a confidential exploratory consultation.