LSEGWe closed London's marketsRead the story →
← OTA LEADERS

OTA LEADERSHIP INDEX

Lori Calvasina

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Calvasina exemplifies The Navigator through her methodical, multi-model approach to equity strategy, running five distinct frameworks, reconciling GDP stress tests against sentiment and valuation signals, and distilling ranges into a single defensible target. Her mid-year outlook discipline, deliberate recast to twelve-month forward targets, and systematic risk flagging (midterms, rate hikes, earnings revisions) reflect a leader who steers through complexity rather than reacts to it.

IN THEIR WORDS, WHY NAVIGATOR

We have five different models, and eighty one fifty is basically the median and average and approximation of those five different models.

EXPLAINING S&P PRICE TARGET METHODOLOGY

We take the current consensus, haircut it by five percent, take a PE based on a projection of inflation still running at three percent — what we see is earnings tailwinds can still offset headwinds from PE compression.

DETAILING VALUATION AND EARNINGS FRAMEWORK

We still think that the earnings strength, the earnings tailwind, is offsetting pressures on the PE from the trickier rates and inflation environment.

REAFFIRMING MID-YEAR OUTLOOK

BLOOMBERG TALKS

Bloomberg Talks: “RBC's Lori Calvasina Talks Markets for H2 2026”

LISTEN AT THE SOURCE ↗
Lori's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

THE RECORD IS CHECKABLE