Investor Views on the Omicron Variant
By Lori Calvasina
Published November 30, 2021 | 5 min listen
This week in the podcast, we review the results of our November 29th investor survey on views regarding the omicron variant. The big things you need to know: (1) “Neutral/don’t know” was the most popular response to our question on the general outlook for Omicron with more than one-third of respondents, but nearly half put themselves into the optimistic or very optimistic camp. (2) Roughly half saw no impact on the path of tapering, while views on the impact of the path of hikes were split between those who said hikes will be delayed and those who said there’s no impact. (3) Roughly half said they are not doing anything with regard to portfolio positioning until they have more information. (4) Vaccine efficacy and severity of disease were the biggest questions on investors’ minds.
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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