Investment Research Team & Strategists | BCA Research

Our Research Team

Chief Investment Strategist & Head of GeoMacro

Marko Papic translates geopolitical and macroeconomic trends into actionable investment implications through a framework he calls GeoMacro. Marko leads the firm’s premier client offering, BCA...

Chief 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...

Our Strategists

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

Chief Economist & Head of CoreMacro | Global Macro

Peter is BCA’s Chief Economist and Head of CoreMacro. He leads the firm’s efforts to analyze global macroeconomic trends and their implications for financial markets. He also designed the firm’s...

Arthur Budaghyan

Head of CoreMacro

Arthur is the Platform Head of CoreMacro. He joined BCA in 1999 and has held the Chief Strategist role since 2005, managing investment strategies that span four asset classes – equities,...

Head of Portfolio Construction

Juan helps Chief Investment Officers and asset allocation teams answer one of the most critical questions in investing: how to structure a global multi-asset portfolio to maximize risk-adjusted...

Head of GeoMacro | Geopolitics, US Politics, Policy

Matt Gertken helps investors understand how geopolitical and political developments impact markets and portfolio positioning. His work focuses on identifying risks and opportunities from policy...

Roukaya Ibrahim

Chief Strategist | Commodities

Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for portfolios. As BCA...

Jonathan LaBerge

Chief Strategist | Special Reports

Jonathan helps institutional investors navigate complex macro environments through high-conviction thematic research. His work focuses on cross-asset analysis and identifying inflection points that...

Head of Portfolio Construction | Portfolio & Private Markets

Brian Payne helps investors understand the risks, opportunities, and portfolio implications across private markets and alternative investments. His work focuses on developing forward-looking views...

Chief Strategist | Europe

Jeremie helps global investors navigate the unique challenges and opportunities presented by European markets. His work combines high-quality macroeconomic research with thematic investment insights...

Head of Essentials

Doug Peta helps investors efficiently apply macro analysis to their investment processes. His approach to investment strategy is founded on the study of cycles and is meant to cut through the barrage...

Strategist | FX

Artem Sakhbiev helps investors navigate global currency markets and identify investment opportunities across time horizons. His work combines a multidisciplinary approach to assessing the structural...

Mathieu Savary helps investors understand the forces shaping the global economy and their implications on markets around the world. He concentrates on the evolution of policy risk, liquidity, capex...

Chief Strategist | China

Jing Sima helps investors navigate China's economic policy landscape and identify investment opportunities amid structural shifts in the world's second-largest economy. Her work focuses on...

Chief Strategist | US Fixed Income

Ryan helps investors position US bond portfolios to deliver the best possible returns for the macroeconomic environment. His work focuses on teaching investors how to extract meaningful signals from...

Chief Strategist | Global Fixed Income

Robert helps fixed income investors navigate cyclical swings in global interest rates and debt markets. His work focuses on translating macroeconomic analysis into actionable portfolio positioning...

Felix Vezina-Poirier

Chief Strategist | Daily Insights

Felix helps investors stay ahead of fast-moving markets by cutting through the noise of daily economic data and central bank communications to identify what actually matters for portfolios. His work...

Noah Weisberger

Head of Equities

Noah Weisberger helps investors understand how macroeconomic regimes, earnings dynamics, valuations, and sector leadership shape U.S. equity market returns and portfolio positioning. His work focuses...