Multi Asset: Global

The Bank Credit Analyst

The Bank Credit Analyst has been published continuously since 1949, covering developments in the US and global economy, with a focus on inflation, debt, and policy trends in order to generate investment advice.

Tools to forge your own views 

  • Recommendations on all major asset classes
  • Monthly in-depth special reports
  • Monthly overview of the key themes covered by BCA Research
  • The key indicators driving the views are always available to clients
  • The Bank Credit Analyst team promptly responds to any client questions, making it a useful resource for your investment process

By focusing on the long-term drivers of growth, inflation and asset prices, The Bank Credit Analyst can help investors better judge which price fluctuations are just noise and which ones are key trends. 

Jonathan Laberge Strategist,

The Bank Credit Analyst

How we do it 

  • The Bank Credit Analyst team works closely with all the other BCA Research teams in order to provide one concise overview of the firm’s thinking
  • Our recommendations are focused on the 12-month horizon, but are positioned within broader secular trends
  • We focus on trends in money and debt creation to support our economic and market calls
  • We are driven by indicators

Challenge your investment conviction with insights from The Bank Credit Analyst

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Some of what we've called

  • The Bank Credit Analyst forecasted the rise of inflation in the 1970s
  • The Bank Credit Analyst warned investors ahead of the 1987 crash
  • The Bank Credit Analyst warned investors ahead of the Tech bubble
  • The Bank Credit Analyst warned investors of imbalances in the housing market last decade

The Bank Credit Analyst

Jonathan Laberge

Strategist

Jonathan is currently BCA Research’s Strategist, The Bank Credit Analyst. Since joining BCA in 2008, he has served as a Senior Analyst of the Global Asset Allocation service, a Strategist for the U.S. Investment Strategy service, as most recently as interim head of the China Investment Strategy service. Prior to rejoining BCA in April 2017, he held the position of Strategist with another independent macro research provider, focused on global asset allocation, global fixed income strategy, and a series of special reports particularly focused on the euro area. Jonathan has a Bachelor of Commerce in Finance/Economics and a Master of Science in Finance from Concordia University. He also holds the CFA designation.

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