Our Strategists
Our research team is supported by an environment conducive to independent, non-consensus thought.

Peter Berezin
Chief Strategist
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 econ...

Arthur Budaghyan
Chief Strategist
Emerging Markets Strategy
China Investment 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 Strat...

Garry Evans
Head of 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 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 world...

Dhaval Joshi
Chief Strategist
Counterpoint
Dhaval is the Chief Strategist for Counterpoint, our global macro service specializing in applied investment strategy. He excels in comple- menting economic and financial analysis with real-...

Jonathan LaBerge
Chief Strategist Special Reports Unit
The Bank Credit Analyst
Jonathan is our Strategist for The Bank Credit Analyst, BCA’s flagship and longest-running publication, covering developments in the US and global economies with a focus on inflation, debt, ...

Marko Papic
Chief 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 GeoMacr...

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 acro...

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 econo...

Mathieu Savary
Chief Strategist
European Investment Strategy
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 analy...

Irene Tunkel
Chief Strategist
US Equity Strategy
Irene is the Chief Strategist, responsible for our US Equity Strategy service. In this role, she integrates macroeconomic and fundamental research to identify emerging market trends and offe...

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 struc...

Roukaya Ibrahim
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 deliv...

Chester Ntonifor
Strategist
Foreign Exchange Strategy
Global Fixed Income Strategy
Chester serves as the Strategist for both our Foreign Exchange Strategy and Global Fixed Income Strategy services. In the Foreign Exchange service, which focuses on currency allocation, Ches...

Jing Sima
China Strategist
China Investment Strategy
Jing is a Strategist for our China Investment Strategy service. In this role, she evaluates the cyclical trajectory and structural themes driving the Chinese economy, providing actionable in...

Ryan Swift
Strategist
US Bond Strategy
Ryan serves as a Strategist for our US Bond Strategy service, where he offers asset allocation recommendations to optimize investors’ US bond portfolios amidst diverse macroeconomic environm...

Felix-Antoine Vezina-Poirier
Strategist
Daily Insights
Felix is the 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 t...

Jeremie Peloso
Associate Strategist
European Investment Strategy
Jeremie is Associate Strategist for our European Investment Strategy service, which identifies outstanding investment opportunities in relation to the European economy. He is a key member of...

Rajeeb Pramanik
Associate Strategist
Emerging Markets Strategy
Rajeeb serves as Senior Editor/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...

Guy Russell
Associate Vice President
Equity Analyzer
Guy is Associate Editor for our Equity Analyzer (EA) service, which helps BCA’s clients make the connection between stocks and broader economic trends.
Guy joined BCA Research in 2020 as ...

Xiaoli Tang
Associate Strategist
Global Asset Allocation
Xiaoli is Associate Strategist for Global Asset Allocation, our portfolio construction service. In this role, she advises CIOs and asset allocation teams on optimum ways to structure global ...

Yushu Ma
Associate Editor
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 development...