Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has a knack for combining the quantitative and narrative elements of investing. For Calvasina, it isn’t just about building complex models and seeing what they spit out. Incorporating history, politics, and market sentiment can make or break an investment thesis.
This story from barrons.com was posted on 2023-07-11 by @geovent.