Economic Surprises & Lions – Oh My!

By Lori Calvasina
Published June 19, 2020 | 5 min read

In this edition, Lori discusses two trends she’s keeping a close eye on right now. The first is the extent to which incoming economic data is positively surprising forecasters, something that’s been an important driver of US equity market performance recently. The second is the performance of the most popular stocks in actively managed, long-only Large Cap funds (known as the Lions), which experienced an important reversal in fortunes in mid-May.

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Lori Calvasina

Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets


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