Kelly Bogdanova

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

How BRICS sees the world

Analysis

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members – including the Eurasian troika of China, Russia, and India – believe a new multipolar world order is inevitable.

9 minute read

Tariffs: A revenue win – but not a deficit fix

After a year of uncertainty, tariff rates have stabilised at lower levels than feared – and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

6 minute read

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

10 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

Global Insight 2026 Midyear Outlook: United States

There are catalysts for the bull market in stocks to persist. Bonds face a more challenging landscape.

5 minute read

The Unstoppables

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.

19 minute read

The earnings bedrock

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabiliser.

6 minute read