While the first half of the year saw markets narrowly led by U.S. mega-cap technology companies, amid relatively low volatility, and a narrow focus on Fed policy, the back half of the year could see a broadening. We believe an active approach emphasizing diversification will be increasingly important in helping investors take advantage of shifting market conditions.
Join Sébastien Page, T. Rowe Price’s head of Global Multi-Asset and CIO; our special guest Rob Sharps, CEO and president of T. Rowe Price Group, Inc.; and moderator Christina Noonan, multi-asset portfolio manager; as they discuss their outlook—including perspective on market trends, the importance of active management, and positioning in our multi-asset portfolios.
Up or down? In a shifting rate environment, we’re looking for the investment opportunities and implications. Our experts provide an update on monetary policy and the key themes markets face in the second half of 2024. View the webinar replay today.
Key takeaways:
In a recent P&I webinar, Portfolio Manager Saurabh Sud and Head of Multi-Asset Solutions North America Lowell Yura discuss survey findings and public DB client trends, and present a framework to help guide investors who are revisiting the role for fixed income in public DB portfolios.
Arif Husain, Head of Global Fixed Income and Chief Investment Officer, and guests from the recent Free Talk fixed income event discussed scenarios investors should plan for in 2024, when risk appetite is likely to return, and what can replace cash in a risk-on environment.
Hear our panel of technology portfolio managers – Dom Rizzo, Jim Stillwagon, and Tony Wang – as they discuss takeaways from their annual Silicon Valley trip and debate what is next for investing in this sector that is evolving faster than ever before.
Watch this recent discussion during which Raymone Jackson, T. Rowe Price’s head of DEI and Corporate Responsibility, discusses the importance of diversity, equity and inclusion in our industry, whether the current focus is sustainable, and what the future might hold with a panel of experts including T. Rowe Price Portfolio Specialist Ron Taylor; Donna Anderson, our head of Corporate Governance; and WTW’s Paula Robinson.
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