Independent investment research. Market insights & analysis. Investment strategy & asset allocation recommendations.

OUR STRATEGISTS

CHEN ZHAO

CHIEF STRATEGIST

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J. ANTHONY BOECKH, PHD

CEO, EDITOR-IN-CHIEF

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DAVID ABRAMSON

CHIEF U.S. STRATEGIST & DIRECTOR OF RESEARCH

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YAN WANG

CHIEF EM & CHINA STRATEGIST

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HARVINDER KALIRAI

CHIEF FIXED INCOME & CURRENCY STRATEGIST

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OUR SERVICES

Alpine Macro is an independent investment research firm that provides unique macro economic and financial market insights, contrarian investment views and actionable investment and asset allocation recommendations through a variety of investment research publications, including weekly Global Strategy, Emerging Markets & China Strategy (EMC), Global Fixed Income & Currency Strategy and U.S. Themes & Strategy.

GLOBAL STRATEGY

Global Strategy is authored by Chen Zhao who focuses on providing unique insights and the analysis of major global macroeconomic forces and their implications for various asset markets including global stocks, bonds, currencies, and commodities. Published three times a month, Global Strategy emphasizes on identifying key investment themes and major inflection points of global financial market cycles, with practical investment strategies and actionable investment recommendations.

EMERGING MARKETS & CHINA STRATEGY

Emerging Market & China Strategy (EMC) is led by Yan Wang, Chief Emerging Markets & China Strategist. Published three times per month, EMC provides timely and in-depth analysis of macro trends and key investment themes in emerging markets, with actionable investment strategy and asset allocation recommendations. EMC pays particular attention to China’s unique economic and political issues, cyclical developments and investment implications for both EM and global marketplaces.

GLOBAL FIXED INCOME & CURRENCY STRATEGY

Global Fixed Income & Currency Strategy is spearheaded by Harvinder Kalirai. The service publishes weekly and includes strategy reports and a chartbook of bond and FX indicators. The focus is on analyzing macroeconomic and political trends for the purpose of identifying investment and trading opportunities in G10 bonds and currencies. Investment recommendations include portfolio duration, country allocation and currency overlay. Opportunistic trading ideas comprise of interest rate futures, yield spreads, and currency trades.

U.S. THEMES & STRATEGY

U.S. Themes & Strategy is managed by David Abramson, Chief U.S. Strategist & Director of Research. The report, published once per month, presents an analysis of economic, monetary and political trends in the U.S. affecting its financial markets. Special Reports are also published monthly which delve into current, relevant U.S.-oriented topics of interest to investors. In addition, Feature Reports written by guest contributors from within our network are published to provide provocative and stimulating investment insights and ideas.

GLOBAL STRATEGY

EMERGING MARKETS & CHINA STRATEGY

GLOBAL FIXED INCOME & CURRENCY STRATEGY

U.S. THEMES & STRATEGY

WHY ALPINE MACRO

Our strategists are renowned within the financial and investment communities for their unique, provocative and contrarian economic and investment views. They are seasoned experts with over a century of combined experience and their global views and investment ideas have long been sought after by investment professionals from all over the world. Our research emphasizes depth, clarity and conciseness and is supported by our proprietary models, charts and data from the most comprehensive sources.

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CONTACT US

Need assistance or have a question? Please feel free to contact us.

info@alpinemacro.com

+1 (514) 558-1414

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CHEN ZHAO

CHIEF STRATEGIST

Chen Zhao is Founding Partner and Chief Strategist of Alpine Macro. From 2015 to 2016, he was Co-Director of Macro Research at Brandywine Global Investment Management. Prior to Brandywine Global, Chen spent 23 years at BCA Research. As a Partner, Managing Editor and Chief Global Strategist, Chen developed and wrote BCA’s China and Emerging Markets publications in the 1990s. Chen became the firm’s Chief Global Strategist in the 2000s and was the author of BCA’s flagship publication, Global Investment Strategy from 2005 to 2015. He holds an MA in economics from the Central University of Finance and Economics, was a visiting scholar at University of Illinois at Urbana-Champaign and pursued post graduate studies with a PhD candidacy at McGill University.

CHEN ZHAO

CHIEF STRATEGIST

J. ANTHONY BOECKH, PHD

CEO, EDITOR-IN-CHIEF

Tony is Founding Partner, CEO and Editor-in-Chief of Alpine Macro. Tony was previously Chairman, Chief Executive and Editor-in-Chief of Montreal-based BCA Research for 34 years. He was the publisher of among others, the Bank Credit Analyst, a monthly big-picture analysis of the U.S. economy and financial markets. Tony has a PhD in Finance and Economics from The Wharton School, University of Pennsylvania, and a B. Com. from the University of Toronto. He is a founding trustee of the Fraser Institute in Vancouver, British Columbia (an economic “think tank” dedicated to free market principles).

J. ANTHONY BOECKH, PHD

CEO, EDITOR-IN-CHIEF

DAVID ABRAMSON

PARTNER, CHIEF U.S. STRATEGIST & DIRECTOR OF RESEARCH

Prior to joining Alpine Macro, David was a Macro Strategist holding a variety of senior roles at BCA Research. Most recently, he was Chief U.S. Strategist and also Director of Research for the firm. During his 28 years at BCA Research, David launched and managed the European Strategy and Commodity & Energy Strategy services. In addition, he was the Managing Editor for the Foreign Exchange Strategy and the China Investment Strategy services. He has taught international finance to MBAs at McGill University for 20 years and is on the Client Committee of the Kenneth Woods Portfolio Management Program at Concordia University.

DAVID ABRAMSON

PARTNER, CHIEF U.S. STRATEGIST & DIRECTOR OF RESEARCH

YAN WANG

CHIEF EMERGING MARKETS & CHINA STRATEGIST

Yan Wang is a Partner and the Chief Emerging Markets & China Strategist. Prior to Alpine Macro, Yan spent 15 years at BCA Research, as the Managing Editor and Chief Strategist for BCA’s China Investment Strategy service, and played a major role in formulating BCA’s view on the Greater China region and emerging Asia. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong. Yan holds an MBA in Finance from McGill University, an M.A. in Economics from Tianjin Institute of Finance and a B.A. in Finance from Nankai University. He also holds the CFA designation.

YAN WANG

CHIEF EMERGING MARKETS & CHINA STRATEGIST

HARVINDER KALIRAI

CHIEF FIXED INCOME & CURRENCY STRATEGIST

Harvinder Kalirai is a Partner and the Chief Fixed Income & Currency Strategist. Before joining Alpine Macro, Harvinder spent a decade with BCA Research, where he headed the firm’s Foreign Exchange Strategy service from 2008 to 2016 and Daily Insights from 2016 to 2018. Prior to BCA, Harvinder was Head of Currency Management at CIBC Global Asset Management. Previously, he held various positions at State Street Global Markets, including Senior Macro Strategist (London), Head of Currency Research, Asia-Pacific (Sydney), and Senior FX Strategist (Boston). Harvinder began his career at the Bank of Canada in 1995 with an MA (Economics) and a BCom (Finance) from McGill University. He also holds the CFA designation.