US Equity Market Outlook: Goodbye to 2021
By Lori Calvasina
Published December 15, 2021 | 7 min listen
This week in the podcast, we recap some of the conversations we’ve been having with investors in December about our 2022 forecasts. Two big things you need to know: First, investors have been keen to discuss the downside risks to the stock market. While we’re still constructive on 2022, and are still looking for 5,050 on the SandP 500, we outline five things we’re concerned about regarding the broader market, which could generate volatility during the year, particularly early on. Second, as we’ve discussed our view that Value, Cyclicals, and Small Cap will lead early in the year while Growth, Secular and Large Cap will lead late in the year, the investors we’ve been speaking with have wanted to explore what our thoughts are on the timing and triggers of that mid-year leadership shift.
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.
Lori CalvasinaMarkets in Motion PodcastStock Market News