March 2024 / VIDEO
Global equity update with David Eiswert
David Eiswert recently travelled to Asia with others on our investment team to meet with companies
David Eiswert – Portfolio Manager, Global Focused Growth Equity – recently travelled to Asia with others on our investment team to meet with companies. He took some time there to reflect on three things he’s most curious about as he assesses the current market environment. Hear why he believes this investment cycle could last longer because of threats to existing profit pools, where he sees opportunities in high bandwidth memory due to AI, and how the Fed cutting rates could be good for risk assets.
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March 2024 / INVESTMENT INSIGHTS
March 2024 / INVESTMENT INSIGHTS
David Eiswert is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. Prior to his current role, Mr. Eiswert was the portfolio manager for the Global Technology Strategy from October 2008 until May 2012. He was a technology analyst from 2003 until 2012. Mr. Eiswert is a vice president of T. Rowe Price Group, Inc.