Kelly Bogdanova

Experts

Vice President, Portfolio Analyst
Portfolio Advisory Group – U.S.

Kelly Bogdanova is vice president and portfolio analyst at RBC Wealth Management and specializes in equity market strategy. Specifically, she analyzes how macro events, economic conditions, fiscal issues and monetary policies impact the stock market and sectors.

She serves as co-chair of RBC Wealth Management’s Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of financial markets and asset allocation guidance. Kelly regularly authors GPAC’s Global Insight Weekly strategy report and contributes to the Global Insight monthly. She also writes thematic reports about timely investment topics. As a member of the U.S. Investment Committee, she helps determine equity allocations and manage multi-asset class portfolios.

In 1999, Kelly began her securities industry career at Sutro & Co., a San Francisco–based firm. She joined RBC Wealth Management in 2002 when it acquired Sutro.

Kelly earned concurrent Bachelor of Science in Business Administration and Bachelor of Journalism degrees at the University of Missouri. She has passed the Series 7, 63, 86, and 87 securities exams.

Kelly's insights

Can small-cap equities go the distance?

Analysis

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

6 minute read

The 2023 investment story: Elements of surprise

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

9 minute read

Big questions about 2024 earnings

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

6 minute read

Do investors have an alternative to TINA?

Equities have long ruled the roost on the idea “there is no alternative” – aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

7 minute read

BRICS: What’s all the fuss about?

As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.

8 minute read

Adding some perspective to the stock market rally

There are signs the U.S. equity rally should have some staying power. Still, uncertainties remain from the earnings picture.

6 minute read

Worlds apart: Risks and opportunities as deglobalisation looms

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

5 minute read