The View From The Trenches Looks Pretty Good
By Lori Calvasina
Published June 23, 2021 | 6 min listen
This week in the podcast, we discuss the results of our June survey of RBC’s equity analysts. The big things you need to know: (1) Outlooks for performance over the next 6-12 months remain constructive, driven by optimistic views on fundamentals and cash deployment. (2) The results a guide for the best ways to get exposure in three distinct parts of the US equity market - Financials & Energy within Cyclicals, Information Technology within Secular Growth, Health Care & Utilities within Classic Defense. (3) The survey helps to set the stage for what we expect to be an important earnings season, with roughly half of our analysts saying it is unclear to what extent inflationary impacts are baked in to company guidance and/or consensus estimates.
Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets
Lori Calvasina joined RBC Capital Markets as Head of U.S. Equity Strategy in 2017 as a Managing Director. Having spent nearly two decades as an equity strategist at major investment banks, Lori is an expert on the US stock market, and regularly represents RBC in the financial media on Bloomberg and CNBC. Prior to joining RBC, Lori was a senior equity strategist at Credit Suisse from 2010 to 2017, covering Small/Mid Cap Strategy from 2010-2014 and both Small/Mid Cap and US Equity Strategy from 2015-2017. She spent the first ten years of her career at Citi in a variety of roles including lead Small/Mid Cap Strategist from 2007-2010. In both 2008 and 2009 Lori was ranked #2 in the Small Companies category in the Institutional Investor All America Research team poll. Lori is a graduate of the University of Virginia and its selective Government & Foreign Affairs’ Honors Program. In 2019, she was named to Crains New York’s list of Notable Women in Finance.
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