Asset Allocation Viewpoints: Evaluating Risks and Opportunities in an Uncertain Recovery
In partnership with T. Rowe Price
As the coronavirus crisis continues to batter the economy and capital markets, the public discourse is openly balancing public health considerations against the need to reopen the economy and start on the road to recovery. Against this uncertain backdrop, investors are scouring the market for reliable research and professional insights as they weigh investment opportunities and risks. Sébastien Page, head of multi-asset, and fixed income portfolio manager Steve Bartolini join moderator Chris Dillon for a discussion of the current economic and market environments and their latest thoughts on T. Rowe Price’s asset allocation positioning:
- Unprecedented fiscal and monetary stimuli may have averted a liquidity disaster, but what economic and market pressure points have yet to be addressed?
- What areas of the fixed income and equity markets offer the most compelling combination of valuation and return potential? Where are the biggest risks?
- How is T. Rowe Price positioning its $300+ billion multi-asset portfolios to maximize the opportunities for success in a volatile environment?
This webinar is part of our weekly Insights series designed to provide perspective on the coronavirus pandemic that continues to unsettle markets and investors around the world. Trust T. Rowe Price and our team of global investment professionals to look past the fear and focus on the fundamentals to prepare you for what’s ahead.
Sébastien Page, CFA, Head of Global Multi-Asset
Sébastien Page is head of Global Multi-Asset at T. Rowe Price, overseeing a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the Management Committee of T. Rowe Price Group.
Steve Bartolini, CFA, Portfolio Manager, Fixed Income
Steve Bartolini is a portfolio manager in the Fixed Income Division, managing the U.S. Core Bond Strategy, the U.S. Inflation Protected Strategy, and the U.S. Short-Term Inflation Focused Bond Strategy. He also co-heads the firm's global interest rate and currency strategy team and is a member of the portfolio strategy team for U.S. taxable bond strategies.
Christopher Dillon, CFA, Investment Specialist, Global Capital Markets
Chris Dillon is an investment specialist in the Multi-Asset Division at T. Rowe Price, providing a broad perspective across the views of T. Rowe Price’s Equity and Fixed Income Divisions. Mr. Dillon is also responsible for communicating how the firm's Multi-Asset team is allocating across asset classes from longer- and shorter-term perspectives. Mr. Dillon is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Registration will close on May 14th at 8 a.m. PST
This event qualifies for .5 hours of continuing education credits for CFA charterholders.