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Ahead of the Curve: What makes a defensive asset?
Summary
After a year of US exceptionalism in equity markets and optimism hitting a high point in the lead up to Trump's inauguration, discussions around safe assets seemed far from most investors' minds.
But market sentiment has shifted. Volatility in equity markets has returned and concerns around the impact of Trump's policies has left many investors searching for a safe harbour.
Join our esteemed panel of senior fixed income experts as they explore what truly defines a defensive asset and where investors should look to help protect their portfolios.
Host
Amanda Stitt is a portfolio specialist in the Fixed Income Division. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Speakers
Arif Husain is the head of Global Fixed Income and chief investment officer of the Fixed Income Division. He is chairman of the Fixed Income Steering Committee and a member of the firm’s Management Committee. Arif is lead portfolio manager for the Global Government Bond High Quality Strategy and the Global Government Bond Ex-Japan Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Sébastien Page is head of Global Multi-Asset and chief investment officer. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. Sébastien also is a member of the Management Committee of T. Rowe Price Group, Inc. He also serves as the Management Committee champion for VALOR @ T. Rowe Price, the firm’s associate-led business resource group dedicated to advancing inclusion and engagement for veterans and allies, while honoring their strength, contributions, and experience.
Adam Marden is portfolio manager for Macro and Absolute Return Strategies in the Multi-Asset Division and co-manages the Dynamic Global Bond Strategy in the Fixed Income Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Important Information
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