Lori Calvasina

Head of US Equity Strategy at RBC Capital Markets
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  • "In other words, growth stocks tend to outperform when growth is scarce, but value tends to outperform when it is plentiful. The good news for the value trade is that current consensus forecasts expect GDP to remain above trend through the end of 2022. The thing to monitor is whether that changes." - Yahoo Finance (03.26.21)

  • "Those describing themselves as bullish or very bullish rose in our latest survey, from 42% in June to 50% in September,” wrote RBC Capital Markets Chief U.S. Equity Strategist Lori Calvasina in a note. -- The Street

  • "Financials and industrials are the two that tend to trade most in sync with the ISM cycle. So those are your two pillars of cyclicality. That doesn't mean that relationship will always be there, but if you want cyclicality without going a broad-based value trade, you can do it through the industrial sector," Business Insider (08.06.20)

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