24th March 2022
T. Rowe Price: Positioning for the Future in Global Equities
The last few years have been particularly challenging for investing, with the Russia?Ukraine conflict the latest event for investors to negotiate. Aside from the very concerning humanitarian issues, the conflict also has ramifications for future energy policy and near?term inflation as energy prices spike. We are also managing the fading of two of the largest drivers of markets in recent years: the coronavirus pandemic and the liquidity provided by central banks to support economic growth. We anticipate these trends will drive a change in behavior from both consumers and markets. This represents an opportunity to position for the future and put our clients on the right side of the changes we believe will occur. This includes investing in areas that are likely to benefit from a rising rate environment, the reopening of economies, and countries where we believe a new economic cycle is just beginning, particularly in emerging?markets.
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