Global Asset Allocation: The View From Emea

T. Rowe Price
By January 10, 2020 15:41

Global Asset Allocation: The View From Emea

Let’s Get Cyclical! Cyclical stocks have had an impressive comeback since September, outperforming defensive stocks as investors have become increasingly more confident in the global economy. Trade war abatement, improvement in economic data, and higher bond yields have allowed sectors such as financials and industrials and business services to recover, while other more rate‑sensitive sectors such as utilities and real estate have lagged. Global equities outside the U.S., which are more trade‑dependent, have also seen a pickup as progress in trade talks has improved sentiment. Although it is difficult to identify catalysts that can support a sustained rally in cyclicals, a potential Phase I U.S.-China trade deal could boost global risk‑taking

T. Rowe Price
By January 10, 2020 15:41

Search

Featured Events & Webinars

  1. Alpha Research – Hybrid Investment Meeting – US Elections

    August 25 @ 15:00 - 17:00

Twitter

"One important focus of our teams
is finding #secular #growers—
companies that are leveraging
#technology either to take share away from ..." -> https://www.opiniopro.com/2020/07/t-rowe-price/deferred-growth-companies-pose-intriguing-opportunities/

"After a bumper few months for #equity markets, a recent report1 from Calastone, the #global funds network, showed June was one of the worst months on record for #outflows from ..." -> https://www.opiniopro.com/2020/07/financial-partners/how-flow-can-you-go/

"The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to ..." -> https://www.opiniopro.com/2020/07/axa/2020-proxy-voting-season-review-beyond-business-as-usual/

"#Gold has been on a tear over the last year, rising 32% while #global #equities have languished. Investors buy gold for many reasons, but a common objective is ..." -> https://www.opiniopro.com/2020/07/northern-trust/the-role-of-gold-a-less-than-perfect-inflation-hedge/

"Bracing for #Impact: What’s Complicating the Push to End Libor" -> https://www.opiniopro.com/2020/07/bny/bracing-for-impact-whats-complicating-the-push-to-end-libor/ #coronavirus #fed #libor

Load More...

Search on date

January 2020
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031