Why We Still Like Financials

By Lori Calvasina
Published March 8, 2021 | 4 min listen

In this edition, we discuss why we remain overweight the Financials sector, a key part of the reflation trade. Among other reasons, we like the sector’s cash deployment, earnings, and valuation profile. We also discuss the favorable macro tailwinds in place.

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Lori Calvasina

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


Banks M&ALori CalvasinaMacro TailwindsMarket CapS&P 500Stock Market

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