Jeremie Peloso
Chief StrategistEurope
Jeremie helps global investors navigate the unique challenges and opportunities presented by European markets. His work combines high-quality macroeconomic research with thematic… Read More
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 to generate alpha and stay ahead of the curve.
Since joining BCA in 2016, Jeremie has spent five years covering US fixed-income markets before broadening his regional and asset-class coverage to Europe. Jeremie holds a M.Sc. in Finance from Concordia University’s John Molson School of Business and a BA from INSEEC Business School in Paris. He is also a CFA Charterholder. Read Less
Since joining BCA in 2016, Jeremie has spent five years covering US fixed-income markets before broadening his regional and asset-class coverage to Europe. Jeremie holds a M.Sc. in Finance from Concordia University’s John Molson School of Business and a BA from INSEEC Business School in Paris. He is also a CFA Charterholder. Read Less
We hosted a webcast to walk through the making of the report – how the model has evolved, how we combine quantitative analysis with macro and narrative insights, and why football turns out to be a surprisingly good lens for top-down thinking.
04 Jun 2026
The outlook for European equities is becoming more appealing relative to US equities. Many structural headwinds are fading in Europe, and valuations remain historically cheap. Investors should position accordingly to benefit from the region’s...
26 Aug 2025