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.
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different lens.
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.
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.
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.
While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.
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