Juan Manuel Correa
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… Read More
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 returns over both tactical and strategic horizons. His work synthesizes BCA's broad macro and geopolitical research into concrete portfolio construction guidance — covering everything from capital market assumptions to the role of geopolitics in long-term allocation.
As Joint Head of Portfolio Construction, Juan advises some of the world's largest institutional investors — including pension funds, sovereign wealth funds, endowments, and family offices — on optimal portfolio structure across liquid and illiquid assets, with both 6–18 month and 5–10 year views.
Juan began his career at BCA in 2015 and progressed through roles spanning Emerging Markets Strategy, Foreign Exchange, and Global Asset Allocation before becoming Chief Strategist. He holds a BCom in Finance and Economics from McGill University and the CFA designation. He has also served as a guest lecturer at the finance programs of McGill and Concordia University. Read Less
As Joint Head of Portfolio Construction, Juan advises some of the world's largest institutional investors — including pension funds, sovereign wealth funds, endowments, and family offices — on optimal portfolio structure across liquid and illiquid assets, with both 6–18 month and 5–10 year views.
Juan began his career at BCA in 2015 and progressed through roles spanning Emerging Markets Strategy, Foreign Exchange, and Global Asset Allocation before becoming Chief Strategist. He holds a BCom in Finance and Economics from McGill University and the CFA designation. He has also served as a guest lecturer at the finance programs of McGill and Concordia University. Read Less
Juan and Brian introduced the Portfolio Construction platform and showed how it brought Public and Private Markets together in a unified framework. They also discussed their key allocation views.
22 Jul 2026
Four strategists: two competing outlooks, zero house views, all from one firm that fosters truly independent thinking.
13 Jul 2026
Chief Global Asset Allocation Strategist Juan Correa discussed: What are the consequences of the current oil shock to the global economy? How will policy makers respond to this shock? What indicators should investors be looking for a resolution?...
17 Apr 2026
At BCA, we believe that robust internal debate leads to sharper investment insights. We don’t expect our strategists to agree - but we do expect them to challenge each other rigorously.
To that end, we’re launching a new webcast series: The BCA...
17 Feb 2026
What are our return expectations for Public Markets? How do we build them?
How does the currency affect those expectations?
What are our return expectations across Private Markets?
Why do deal-level and fund-level returns differ?
How do...
01 Oct 2025
How should long-term investors incorporate geopolitics into asset allocation? Over the past few months, nearly every conversation our Macro-Geopolitical (GeoMacro) Chief Strategist, Marko Papic has had with global allocators has centered around this...
28 Jul 2025
We are pleased to share the replay of the Global Asset Allocation Webcast "The World Boycotts America," hosted by Chief Strategist, Juan Correa.
07 May 2025