Whether it's equities, fixed income or multi-asset, our analysts are following their curiosity and uncovering the latest insights to give our clients' investments the edge.
EQUITY - Global Equity Fund
In this first episode Sam Ruiz, Portfolio Specialist, discusses the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency.
In this episode Iona Dent, Associate Portfolio Manager, discusses the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the “MAG 7” into other sectors and emerging markets.
FIXED INCOME - Global High Income Fund
Hear what Portfolio Manager Mike Della Vedova told Livewire Markets about this intriguing asset class.1
There are many myths surrounding global high yield, so asking the right questions can really benefit astute investors willing to dig deeper. Watch the video to find out more.
EQUITY - Concentrated Global Equity Fund
With over 180 equity analysts constantly asking questions to uncover real, market differentiating insights, our global equity clients benefit from a world-class research engine.
Portfolio Manager Peter Bates recently shared how AI and GLP-1s have piqued his curiosity and why investors should take notice.
EQUITY - Global Impact Equity Fund
Portfolio Manager, Hari Balkrishna recently shared his thoughts with Livewire Markets.1
T. Rowe Price’s Global Impact Equity Portfolio Manager Hari Balkrishna shares with Hans Lee why the energy transition is far more than just a "net zero" mission, and some companies that investors should look out for.1
With major drug manufacturers like Eli Lilly and Novo Nordisk in a race to create a pill that can genuinely and safely accelerate weight loss, Portfolio Manager Hari Balkrishna shares where the real opportunities are for impact investors.1
Our approach to investing is truly global. With one of the most extensive and experienced buy-side global research engines in the industry, our investment teams discover investment opportunities you can be confident in.
A truly global equity portfolio targeting companies across emerging, frontier and developed markets.
A high conviction global equity portfolio that seeks to thrive in all market environments without favouring any one style of investing.
Aims to deliver high income and capital appreciation by investing primarily in global high yield bonds.
A dual mandate fund that pursues stocks with clear impact and financial return markers to deliver long-term capital appreciation.
1 The views and opinions expressed in the Livewire video are those of the Investment Professional at the time of the interview and are subject to change without notice. It is not intended to be securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Investment involves risks. Any person should consider the Product Disclosure Statement and Target Market Determination in relation to the fund(s) named in this video (if any) before making a decision. The video is used with permission from Livewire.
All information is as at 31 March 2024, unless specified.
Important Information
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975) is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. Available in Australia for Wholesale Clients only.
A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.
Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).
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