Our Strategists Our research team is supported by an environment conducive to independent, non-consensus thought. Peter Berezin Chief Global Strategist and Director of Research Global Investment Strategy Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global economic and... Arthur Budaghyan Chief EM/China Strategist Emerging Markets Strategy Arthur is the Chief EM/China Strategist and also oversees the Commodity Strategy service. He is a member of BCA’s Leadership Team. He joined BCA in 1999 and has served in the Chief Strategist... Juan Manuel Correa Chief Strategist Global Asset Allocation Juan serves as Chief Strategist for Global Asset Allocation, our portfolio construction service that provides guidance to Chief Investment Officers (CIOs) and asset allocation teams on structuring... Juan Egana Latin America Strategist Emerging Markets Strategy Juan Egana serves as Latin America Strategist in the Emerging Markets Strategy team. As the Latin America specialist at BCA Research, he provides in-depth macroeconomic, financial, and political... Garry Evans Head of BCA Research Solutions Garry is Head of Research Solutions, managing the content of BCA’s research and its delivery to clients. From 2015-2025, he was Chief Strategist for Global Asset Allocation, BCA’s portfolio... Matt Gertken Chief Geopolitical/US Political Strategist Geopolitical Strategy, US Political Strategy Matt is the Chief Strategist for both our Geopolitical Strategy and US Political Strategy services, where he oversees our coverage of market- relevant policy developments in the US and worldwide.... Roukaya Ibrahim Chief Commodity Strategist Commodity & Energy Strategy Roukaya leads our Commodity & Energy Strategy service, where she incorporates BCA’s renowned top-down global macro framework with bottom-up fundamental analysis of major commodities to deliver... Dhaval Joshi Chief Strategist Counterpoint Dhaval is the Chief Strategist for Counterpoint, our global macro service specializing in applied investment strategy. He excels in complementing economic and financial analysis with real-world... Jonathan LaBerge Chief Strategist, Special Reports Jonathan is our Chief Strategist focused on Special Reports. Jonathan contributes Special Reports to the Bank Credit Analyst, which is BCA’s flagship and longest-running publication, as well as... Yushu Ma Strategist Geopolitical Strategy, US Political Strategy Yushu is Associate Editor for our Geopolitical Strategy and US Political Strategy services, working closely with Chief Geopolitical Strategist Matt Gertken to cover global policy developments that... Chester Ntonifor Chief Strategist GeoMacro Strategy Chester began his career at BCA in 2008 as an Associate within the Foreign Exchange Strategy service. He later transitioned to the role of Editor for the Global Investment Strategy and Commodity... Marko Papic Chief GeoMacro Strategist GeoMacro Strategy, BCA Access Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is... Brian Payne Chief Strategist Private Markets & Alternatives Brian is the Chief Strategist for our Private Markets & Alternatives service. In this role, he runs comprehensive and unbiased data analysis. He establishes forward-looking expectations across... Jeremie Peloso Chief European Strategist European Investment Strategy Jeremie is Chief Strategist for our European Investment Strategy service, which identifies outstanding investment opportunities in relation to the European economy. He is a key member of the team... Doug Peta Chief Strategist US Investment Strategy, The Bank Credit Analyst Doug is Chief Strategist for our US Investment Strategy service and co-author of the Bank Credit Anaylst. In this role, he analyzes the future direction of US financial markets and the economy to set... Rajeeb Pramanik India, ASEAN, and EMEA Strategist Emerging Markets Strategy Rajeeb serves as Senior EM Strategist within our Emerging Markets Strategy team under the leadership of Arthur Budaghyan. His expertise centers on BCA’s coverage of India, ASEAN and EMEA. Rajeeb... Artem Sakhbiev FX Strategist Foreign Exchange Strategy Artem Sakhbiev is a Strategist for BCA’s Foreign Exchange service, where he develops currency models and translates the firm’s macroeconomic and geopolitical views into actionable, market-relevant... Mathieu Savary Chief Strategist, Developed Markets ex US & Head of Research Innovation BCA Live & Unfiltered Mathieu serves as the Chief Strategist for our European Investment Strategy, where he identifies exceptional investment opportunities within the European economy. His expertise lies in analyzing key... Jing Sima Chief Strategist China Investment Strategy Jing is Chief Strategist for our China Investment Strategy service. In this role, she evaluates the cyclical trajectory and structural themes driving the Chinese economy, providing actionable... Ryan Swift Chief Strategist US Bond Strategy Ryan serves as Chief Strategist for our US Bond Strategy service, where he offers asset allocation recommendations to optimize investors’ US bond portfolios amidst diverse macroeconomic environments... Robert Timper Chief Global Fixed Income Strategist Global Fixed Income Strategy Robert serves as the Chief Strategist on the Global Fixed Income Strategy team. Since joining BCA Research in 2021, he specialized in global interest rates and credit markets. A focus of his work has... Felix-Antoine Vezina-Poirier Chief Strategist Daily Insights Felix is the Chief Strategist for Daily Insights, our daily global cross-asset strategy service. In this capacity, he parses the latest economic data and central bank statements, connecting them to... Noah Weisberger Chief US Equity Strategist US Equity Strategy Noah brings more than two decades of buy-side and sell-side experience at the intersection of macroeconomics and US equity markets. His work focuses on translating macro regimes, policy dynamics, and...
Peter Berezin Chief Global Strategist and Director of Research Global Investment Strategy Peter is our Chief Global Strategist and Director of Research. He is also a member of BCA’s Leadership Team. Peter heads up our Global Investment Strategy service, which provides global economic and...
Arthur Budaghyan Chief EM/China Strategist Emerging Markets Strategy Arthur is the Chief EM/China Strategist and also oversees the Commodity Strategy service. He is a member of BCA’s Leadership Team. He joined BCA in 1999 and has served in the Chief Strategist...
Juan Manuel Correa Chief Strategist Global Asset Allocation Juan serves as Chief Strategist for Global Asset Allocation, our portfolio construction service that provides guidance to Chief Investment Officers (CIOs) and asset allocation teams on structuring...
Juan Egana Latin America Strategist Emerging Markets Strategy Juan Egana serves as Latin America Strategist in the Emerging Markets Strategy team. As the Latin America specialist at BCA Research, he provides in-depth macroeconomic, financial, and political...
Garry Evans Head of BCA Research Solutions Garry is Head of Research Solutions, managing the content of BCA’s research and its delivery to clients. From 2015-2025, he was Chief Strategist for Global Asset Allocation, BCA’s portfolio...
Matt Gertken Chief Geopolitical/US Political Strategist Geopolitical Strategy, US Political Strategy Matt is the Chief Strategist for both our Geopolitical Strategy and US Political Strategy services, where he oversees our coverage of market- relevant policy developments in the US and worldwide....
Roukaya Ibrahim Chief Commodity Strategist Commodity & Energy Strategy Roukaya leads our Commodity & Energy Strategy service, where she incorporates BCA’s renowned top-down global macro framework with bottom-up fundamental analysis of major commodities to deliver...
Dhaval Joshi Chief Strategist Counterpoint Dhaval is the Chief Strategist for Counterpoint, our global macro service specializing in applied investment strategy. He excels in complementing economic and financial analysis with real-world...
Jonathan LaBerge Chief Strategist, Special Reports Jonathan is our Chief Strategist focused on Special Reports. Jonathan contributes Special Reports to the Bank Credit Analyst, which is BCA’s flagship and longest-running publication, as well as...
Yushu Ma Strategist Geopolitical Strategy, US Political Strategy Yushu is Associate Editor for our Geopolitical Strategy and US Political Strategy services, working closely with Chief Geopolitical Strategist Matt Gertken to cover global policy developments that...
Chester Ntonifor Chief Strategist GeoMacro Strategy Chester began his career at BCA in 2008 as an Associate within the Foreign Exchange Strategy service. He later transitioned to the role of Editor for the Global Investment Strategy and Commodity...
Marko Papic Chief GeoMacro Strategist GeoMacro Strategy, BCA Access Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is...
Brian Payne Chief Strategist Private Markets & Alternatives Brian is the Chief Strategist for our Private Markets & Alternatives service. In this role, he runs comprehensive and unbiased data analysis. He establishes forward-looking expectations across...
Jeremie Peloso Chief European Strategist European Investment Strategy Jeremie is Chief Strategist for our European Investment Strategy service, which identifies outstanding investment opportunities in relation to the European economy. He is a key member of the team...
Doug Peta Chief Strategist US Investment Strategy, The Bank Credit Analyst Doug is Chief Strategist for our US Investment Strategy service and co-author of the Bank Credit Anaylst. In this role, he analyzes the future direction of US financial markets and the economy to set...
Rajeeb Pramanik India, ASEAN, and EMEA Strategist Emerging Markets Strategy Rajeeb serves as Senior EM Strategist within our Emerging Markets Strategy team under the leadership of Arthur Budaghyan. His expertise centers on BCA’s coverage of India, ASEAN and EMEA. Rajeeb...
Artem Sakhbiev FX Strategist Foreign Exchange Strategy Artem Sakhbiev is a Strategist for BCA’s Foreign Exchange service, where he develops currency models and translates the firm’s macroeconomic and geopolitical views into actionable, market-relevant...
Mathieu Savary Chief Strategist, Developed Markets ex US & Head of Research Innovation BCA Live & Unfiltered Mathieu serves as the Chief Strategist for our European Investment Strategy, where he identifies exceptional investment opportunities within the European economy. His expertise lies in analyzing key...
Jing Sima Chief Strategist China Investment Strategy Jing is Chief Strategist for our China Investment Strategy service. In this role, she evaluates the cyclical trajectory and structural themes driving the Chinese economy, providing actionable...
Ryan Swift Chief Strategist US Bond Strategy Ryan serves as Chief Strategist for our US Bond Strategy service, where he offers asset allocation recommendations to optimize investors’ US bond portfolios amidst diverse macroeconomic environments...
Robert Timper Chief Global Fixed Income Strategist Global Fixed Income Strategy Robert serves as the Chief Strategist on the Global Fixed Income Strategy team. Since joining BCA Research in 2021, he specialized in global interest rates and credit markets. A focus of his work has...
Felix-Antoine Vezina-Poirier Chief Strategist Daily Insights Felix is the Chief Strategist for Daily Insights, our daily global cross-asset strategy service. In this capacity, he parses the latest economic data and central bank statements, connecting them to...
Noah Weisberger Chief US Equity Strategist US Equity Strategy Noah brings more than two decades of buy-side and sell-side experience at the intersection of macroeconomics and US equity markets. His work focuses on translating macro regimes, policy dynamics, and...
