Savita Subramanian

Savita Subramanian leads US equity and quantitative strategy at Bank of America. She joined BofA from Merrill Lynch and has built a quantitative, factor-driven approach to US equity market forecasting that regularly generates attention for being ahead of or contrary to consensus. Her research combines traditional fundamental analysis with quantitative signals across macroeconomic, technical, and sentiment factors. Subramanian is also known for her work integrating ESG analysis into equity strategy and has been recognized repeatedly as a top-ranked Wall Street strategist. Her sell-side research on equity risk premium decomposition — separating the contribution of earnings growth, dividend yield, and valuation re-rating to total return — has been widely cited in asset allocation debates. She has also produced influential research on the historical relationship between corporate earnings revisions and subsequent market returns, and on how labor market indicators interact with equity sector performance across business cycle phases, making her one of the most data-intensive equity strategists on Wall Street.