Jonathan LaBerge
Chief StrategistSpecial Reports
Jonathan helps institutional investors navigate complex macro environments through high-conviction thematic research. His work focuses on cross-asset analysis and identifying… Read More
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 translate into actionable investment decisions. As Chief Strategist for Special Reports, Jonathan has authored key thematic research reports spanning a wide range of topics, with a recent focus on Artificial Intelligence.
Jonathan began his career at BCA Research. Before his current role, Jonathan held positions across several BCA Research platforms. For a time, Jonathan served as a Strategist at the Macro Research Board, focusing on global asset allocation and fixed-income strategy.
Jonathan holds a Bachelor of Commerce in Finance/Economics and a Master of Science in Finance from Concordia University, as well as the CFA designation. Read Less
Jonathan began his career at BCA Research. Before his current role, Jonathan held positions across several BCA Research platforms. For a time, Jonathan served as a Strategist at the Macro Research Board, focusing on global asset allocation and fixed-income strategy.
Jonathan holds a Bachelor of Commerce in Finance/Economics and a Master of Science in Finance from Concordia University, as well as the CFA designation. Read Less
BCA Research strategists review the 2026 outlook for the global economy and financial markets, and explain why investors should not be overweight risky assets going into the new year.
01 Dec 2025
Jonathan will present the arguments in favor and against the view that US inflation will be structurally elevated over the longer term.
05 Jun 2025
We are pleased to share the replay of the Webcast "A Spring Visit From Mr. And Ms. X," hosted by Jonathan LaBerge, Chief Strategist of BCA’s Special Reports Unit.
01 May 2025
Please join Jonathan LaBerge, Chief Strategist of BCA’s Special Reports Unit, for a Webcast on Thursday, March 6 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
06 Mar 2025
Jonathan reviewed the October Bank Credit Analyst report, discussing both our recommended cyclical investment strategy as well as a review of this month’s Special Report: “Can Investment-Led Growth Prevent A US Recession?”
02 Oct 2024