Our Strategists

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 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 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 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 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 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 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 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 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 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 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 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 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 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...

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...

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...

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...

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 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...

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. ...

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 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...