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 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 Strat...
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...
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 polit...
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 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 world...
Roukaya Ibrahim
Chief 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...
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-wo...
Jonathan LaBerge
Chief Strategist Special Reports Unit
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...
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...
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 Commo...
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...
Jeremie Peloso
Chief 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...
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...
Rajeeb Pramanik
South East Asia 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.
...
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-re...
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 analy...
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 actionabl...
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 envi...
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...
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 ...
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 dyna...