BCA Research has significant in-house research talent. We also attach great importance to maintaining close links with a broad range of external experts in order to exchange ideas and views regarding the economic and financial market outlook. To this end, in 2010, we established a Research Advisory Board (RAB) comprising a diverse group of acknowledged economic and investment experts. The RAB includes members with backgrounds in: policy making, fund management, academia and business, and represents Asia, Europe and North America.
BCA strategists meet regularly with the RAB to brainstorm on key issues and themes that will drive global investment trends and to identify major risks to the outlook.
2016-17 RAB Members
Chief Economist, BCA Research
Professor of Economics, University of California, Santa Cruz and Partner, Cabezon Investment LLC
In addition to his positions at UCSC and Cabezon, Michael is International Research Fellow at the Kiel Institute of World Economics and a Research Associate of the National Bureau of Economic Research. Since 1994, he has been Editor of the International Journal of Finance and Economics. He previously held positions at the Federal Reserve Board’s International Division, the Research Department of the International Monetary Fund and Deutsche Bank. His published research covers a wide range of issues in open economy macroeconomics including work on global imbalances, crises in emerging markets, debt restructuring, and capital flight.
George C. Pardee and Helen N. Pardee Professor of Economics and Political Science, University of California, Berkeley
Barry is one of the world’s foremost experts on the international monetary system and global finance. He is a Research Associate of the National Bureau of Economic Research and Research Fellow of the Centre for Economic Policy Research. In addition, he is a fellow of the American Academy of Arts and Sciences, the convener of the Bellagio Group of academics and economic officials and chair of the Academic Advisory Committee of the Petersen Institute of International Economics. Barry has published many highly-acclaimed books including Golden Fetters: The Gold Standard and the Great Depression (1992), Global Imbalances and the Lessons of Bretton Woods (2006), Exorbitant Privilege: The Rise and Fall of the Dollar and the Future of the International Monetary System (2010), Hall of Mirrors: The Great Depression, The Great Recession, and the Uses-and Misuses-of History (2015).
General Manager, Global Energy Markets and US Economics at BP America Inc.
Mark has more than 30 years of experience as an energy economist. In addition to analyzing the economics and politics of the world oil market, he leads the annual production of the widely-used BP Statistical Review of World Energy. He has served as Chair of the American Petroleum Institute’s Committee on Economics and Statistics, Vice President of the International Association of Energy Economics and Senior Fellow of the U.S. Association for Energy Economics. He sits on the external advisory board of the University of Michigan Energy Institute and is an elected member of the Council on Foreign Relations.
Founder and CEO, EMLeaders LLC
Oliver has both public and private sector experience in capital markets and advising institutional investors, focusing on emerging markets. He served as the Chief Economist, Executive Vice President, and Member of Executive Committee at Caisse de Depot et Placement du Quebec, where he developed investment strategies for emerging markets, and contributed on the Sovereign Wealth Funds Advisory Board. Previously, he served as an Executive Officer at the ABN AMRO Bank, Deutsche Bank, the International Monetary Fund and Poland Council of Ministers. For 10 years, he served as a Manager of World Bank’s Global Emerging Markets Local Currency Bond Program. Oliver also serves as a Member of Advisory Board of Vet Venture Capital Inc.
Chief Economist and Head of Corporate Development, Allianz SE
Michael advises the Board of Allianz SE on economic and strategic issues and is responsible for analysis and forecasts of the German and the international economy, including financial markets and risk analysis. He also is honorary professor at the Johann Wolfgang Goethe University. Previously, he was the Secretary General of the German Council of Economic Experts, Chief Economist of the DG Bank, and Chief Economist and Head of Research at DZ Bank. He is a Member of the Board of Advisors of DPE Deutsche Private Equity GmbH. Michael was named German Economist of the Year by the Financial Times Germany in 2010.
Professor of Finance, Peking University and Senior Associate, Carnegie Endowment for International Peace
Michael is a renowned China expert whose work has a particular focus on the country’s monetary policy, trade policy, and development of the banking and financial markets. Previously, he spent 15 years as a banker and trader on Wall Street, nine years as an adjunct professor at the Columbia University Business School, and three years as a professor at the School of Economics and Management at Tsinghua University, in Beijing. Before moving to China in 2001 he was Managing Director and Head of the liability management and Latin American capital markets groups at Bear Stearns. He has also run fixed income trading and capital market teams at CSFB and JP Morgan. He is the author of several books including Is China Vulnerable? The Causes and Consequences of Financial Fragility (2003), The Volatility Machine: Emerging Economies and the Threat of Financial Collapse (2001), and Managing Sub-Investment Grade Sovereign Risk (1997).
Chief Economist, Gluskin Sheff + Associates Inc.
David is known for his many controversial but ultimately accurate economic forecasts and his views are widely followed via his daily reports. Prior to joining Gluskin Sheff in 2009, he was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Before that, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto. He has been ranked one of the five most influential Canadians in investing by Financial Post Magazine, one of the 12 smartest people on Wall Street by Business Insider and one of Canada’s 25 most powerful business people by Canadian Business Magazine.
Senior Economic Adviser, PricewaterhouseCoopers
In addition to his PwC role, Andrew is part-time Professor of Sustainable Business at the University of Warwick and Visiting Professor of Economics at Royal Holloway, University of London. Prior to joining PwC in late 2011, Andrew was an external member of the Monetary Policy Committee of the Bank of England. Other previous positions included Chief Economist and Head of Environmental Affairs at British Airways, Director of the Centre for Economic Forecasting at the London Business School and Head of Economic Policy and Director of Economic Affairs at the Confederation of British Industry. He was a founder member of the Treasury’s Panel of Independent Forecasters, established in 1992 to provide advice to the Chancellor of the Exchequer. He was awarded a CBE (Commander of the Order of the British Empire) in 2012.
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