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Global Asset Allocation Viewpoint: Q3 2019

Join us on 25 July at 10:00am BST / 11:00am CET for our second quarterly asset allocation webinar, as our Multi-Asset Solutions team - Yoram Lustig and Andrew Armstrong - share their views on which asset classes and regions are presenting the greatest opportunities and risks. They will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram and Andrew during the webinar.
Recorded Jul 25 2019 46 mins
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Presented by
Yoram Lustig & Andrew Armstrong
Presentation preview: Global Asset Allocation Viewpoint: Q3 2019

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  • Global Asset Allocation Viewpoint: Q4 2019 Oct 22 2019 9:00 am UTC 60 mins
    Yoram Lustig
    Join us on 22 October at 10:00am BST / 11:00am CET for quarterly asset allocation webinar, as Yoram Lustig shares his views on which asset classes and regions are presenting the greatest opportunities and risks. He will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram during the webinar.
  • Global Asset Allocation Viewpoint: Q3 2019 Recorded: Jul 25 2019 46 mins
    Yoram Lustig & Andrew Armstrong
    Join us on 25 July at 10:00am BST / 11:00am CET for our second quarterly asset allocation webinar, as our Multi-Asset Solutions team - Yoram Lustig and Andrew Armstrong - share their views on which asset classes and regions are presenting the greatest opportunities and risks. They will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram and Andrew during the webinar.
  • Global Asset Allocation Viewpoint: Q2 2019 Recorded: Apr 30 2019 49 mins
    Yoram Lustig & Nick Samouilhan
    In our first quarterly asset allocation webinar, our Multi-Asset Solutions team – Yoram Lustig and Nick Samouilhan – share their views on which asset classes and regions are presenting the greatest opportunities and risks, and discuss key themes and ideas that may play out over the coming months. Our views may help you with positioning portfolios and having more actionable conversations with clients. You will also have the opportunity to put forward your questions.

    For Professional Clients and Qualified Investors only. Not for further distribution.
  • Frontier Markets: Notes from the Road Recorded: Apr 18 2019 46 mins
    Oliver Bell
    Oliver Bell, Frontier Markets Portfolio Manager, and his team have been on the road again this year analysing the fundamentals of many companies and countries in frontier markets first-hand.

    In this webinar, they will share the key takeaways from their research trips, and discuss the broader outlook for frontier markets, as well as current positioning and recent performance in the strategy.
  • Global Bonds: Meeting the Income Challenge Recorded: Mar 26 2019 30 mins
    Kenneth Orchard
    Will the Fed keep interest rates on hold? Will China move to stimulate its economy? Will the ECB delay monetary tightening? Join Diversified Income Bond Strategy PM Kenneth Orchard as he discusses how he plans to navigate the uncertain, and possibly more volatile, market environment of 2019.

    For Professional Clients only. Not for further distribution.
  • Japan Equity: End of the Cycle or Beginning of the Journey? Recorded: Mar 18 2019 55 mins
    Archibald Ciganer, Portfolio Manager
    Volatility returned to Japan with full force towards the end of 2018, re-pricing many stocks for a pessimistic outlook both domestically and internationally. In this webinar, Japan Equity Portfolio Manager Archibald Ciganer discusses the outlook for Japan stocks, exploring where we remain cautious, where we believe volatility has created opportunity, and where we believe structural change and transformation is only just beginning.

    For Professional Clients only. Not for further distribution.
  • Three investment resolutions for 2019 Recorded: Feb 20 2019 5 mins
    Nick Samouilhan
    This year, Nick Samouilhan has decided to subject his investment processes to the same scrutiny as our eating and exercise habits. He outlines three New Year's resolutions that don't involve running or bacon rolls.

    For Professional Clients only. Not for further distribution.
  • Global Equities: Aging Bull or Emerging Bear? Recorded: Feb 20 2019 4 mins
    Laurence Taylor
    Portfolio Specialist Laurence Taylor assesses the prospects for global equities in 2019. He discusses why he is optimistic over the health of the global economy despite market pessimism over the global cyclical outlook.

    For Professional Clients only. Not for further distribution.
  • Japan Equities – Positive signs for 2019 Recorded: Feb 20 2019 5 mins
    Laurence Taylor
    Japan equities had a tough end to 2018, with the asset class being hit by the full force of investor selling pressure. Yet, Portfolio Specialist Laurence Taylor remains optimistic. With valuations flagging a recessionary environment and profits likely to grow, he reveals how Japan Equities is likely to provide investors with compelling investment opportunities this year.

    For Professional Clients only. Not for further distribution.
  • US Equities: Heading towards recession? Recorded: Feb 20 2019 4 mins
    Julian Cook
    Portfolio Specialist Julian Cook outlines why we are still constructive on the outlook for US Equities despite concerns over trade negotiations and growth deceleration. He also reveals how recent volatility has unearthed some excellent opportunities as companies with strong fundamentals and growth potential are now trading at low valuations.

    For Professional Clients only. Not for further distribution.
  • Five Themes That Will Shape the Market for Investors in 2019 Recorded: Dec 12 2018 46 mins
    Yoram Lustig, Head of Multi-Asset Solutions, EMEA & Andrew Armstrong, Solutions Analyst
    As we near 2019, a range of disruptive forces present distinct challenges for investors – playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and on the economic front as countries contend with a late-cycle environment. Yoram Lustig, T. Rowe Price’s Head of Multi-Asset EMEA, takes a closer look at the five main themes set to shape markets in 2019 and addresses how investors can prepare.
  • Getting Risk Right in EM Local Currency Debt Recorded: Nov 21 2018 45 mins
    Andrew Keirle - Portfolio Manager, Emerging Local Markets Bond Fund
    Andrew Keirle's fund has an 11-year track record in the multi-faceted, sometimes misunderstood but often rewarding, world of EM local currency debt. He'll discuss how active management can help reap the very real benefits of a high-yielding, largely investment-grade asset class, while managing the risks.
  • What Lies Ahead for Frontier Markets? Recorded: Sep 20 2018 33 mins
    Oliver Bell, Fronter Markets Portfolio Manager, Iona Dent, Associate Analyst, Frontier Markets
    Oliver Bell, Frontier Markets Portfolio Manager, recently provided an update on the current market situation and his outlook for the asset class in light of recent developments. The recording is now available to view here.

    Areas covered include:
    How have the asset class and fund performed in 2018?
    Latest insights from Frontier investment trips
    What impact will upcoming index changes have?
    What is our outlook for the region and latest views on Argentina?
  • Asian Equities - Identifying Quality Businesses with Quality Management Recorded: Sep 6 2018 4 mins
    Eric Moffett, Portfolio Manager
    In this video Eric Moffett, discusses the key elements for success when investing in Asian equities.

    • How investors can exploit such a diverse region

    • How to turn headwinds into opportunities

    • The role for active investing in Asia
  • Trade Wars, Chinese Growth and Corporate Reforms - Outlook for Asian Equities Recorded: Sep 6 2018 4 mins
    Eric Moffett, Portfolio Manager
    In this video Eric Moffett, discusses the major opportunities and risks for investors in Asian equities.

    • What are the opportunities in China A-shares?

    • How vulnerable is Asia to an escalation in trade disputes?

    • How much of a concern is a China slowdown?
  • Our View On Markets: Global Focused Growth Equity Recorded: Jun 20 2018 6 mins
    Laurence Taylor, Portfolio Specialist
    Our current view on equity markets is that we are still in an environment defined by stability and improvement but you are seeing, in terms of February and March’s volatility perhaps a sense that some of those drivers of last year’s very strong return – 25% from global equities – starting to be more mixed in terms of data.
    In this video Laurence Taylor, Portfolio Specialist for the Global Focused Growth Equity strategy speaks about equity markets and how we are positioned today.
  • Notes From The Road: Hidden Gems in Frontier Recorded: Apr 24 2018 37 mins
    Oliver Bell, Iona Dent, Mark Lawrence, Johannes Loefstrand, Seun Oyegunle
    Oliver Bell, Frontier Markets Portfolio Manager, was recently joined by four Frontier Market analysts to discuss their latest ideas from recent research trips. If you missed the live webcast, the recording is now available to view here.

    Areas covered include:

    ■ What do Sri Lankan politics mean for our investment thesis?
    ■ How are we playing the strong consumer in Vietnam?
    ■ Where are we finding opportunities in late-cycle Romania?

    The team also talked about Argentina, which has experienced heightened volatility since the webcast was filmed. Argentina typifies the investment case for frontier markets but the transition from poor economic policy to good long term reform policy is always difficult as politicians have to keep one eye on the ballot box whilst instituting near term socially harsh or costly reforms.

    In the team’s discussion we alluded to some of the monetary policy challenges the country faces as it tries to bring down inflation and inflation expectations. Argentina has benefited from a weaker US Dollar, cheap global money and the chase for yield. But this environment is being challenged and earlier missteps by the Argentinian central bank (cutting interest rates and lifting inflation targets) has led to a credibility gap being punished by the markets.

    The rapid ratcheting up of interest rates to 40%, among other measures, should stabilise the peso and enable the economy to continue on its disinflation trend, which we believe should be positive for the country’s longer term outlook.

    You can also read more about on all the latest thinking from Oliver and his team at www.troweprice.com/frontier
Helping Clients Reach Their Goals Since 1937
At T. Rowe Price we’re solely focused on providing investment management and long-term results for you and your clients. Founded in 1937, we’re an independent investment management firm managing over £750 billion in assets. We service clients in 48 countries across Europe, the Americas, Asia and the Middle East and opened our UK office in 1979, going on to launch our OEIC Fund Range in 2016.

We offer investors a full range of equity and fixed income strategies across multiple asset classes, sectors, styles, and regions. Our experience through all types of market conditions contributes to a proven investment strategy designed to produce strong performance for the long term.

As of 30th December 2018

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  • Title: Global Asset Allocation Viewpoint: Q3 2019
  • Live at: Jul 25 2019 9:00 am
  • Presented by: Yoram Lustig & Andrew Armstrong
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