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Tightrope Walking into 2020

Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
Recorded Dec 11 2019 35 mins
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Presented by
Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
Presentation preview: Tightrope Walking into 2020

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  • Channel
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  • Global Markets and the Implications for Asset Allocators - Q2 2020 Apr 23 2020 9:00 am UTC 60 mins
    Yoram Lustig & Andrew Armstrong
    Join us on 23 April at 10am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Emerging Markets Debt: Is this the Entry Point? Apr 15 2020 2:30 pm UTC 75 mins
    Michael Conelius, Andrew Keirle, Samy Muaddi & Michael Ganske
    At times of heightened market volatility, we believe it is critical to be proactive in our communications with clients and to be available to answer your questions.

    Join the lead portfolio managers of all three of our global Emerging Markets Debt strategies as they take stock of an extraordinary market environment.

    Speakers

    Michael Conelius - Hard Currency
    Andrew Keirle - Local Currency
    Samy Muaddi - Credit

    Moderators

    Michael Ganske, PhD - Portfolio Specialist
  • Assessing the Coronavirus Impact on the US Recorded: Apr 9 2020 53 mins
    Taymour Tamaddon, Portfolio Manager
    In this update, Taymour Tamaddon, Portfolio Manager, US Large Cap Growth Equity Strategy, discusses the firm’s internal response to the crisis, how we are thinking about the coronavirus, the potential scenarios for the US, and what the longer-term prospects are for US stocks and sectors such as healthcare and technology.
  • Global Focused Growth Equity update with David Eiswert Recorded: Mar 25 2020 48 mins
    David Eiswert
    At times of heightened market volatility, we believe it is critical to be proactive in our communications with clients and to be available to answer your questions.

    We’d therefore like to welcome you to a live webinar with David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy on Wednesday 25 March at 15:00 GMT / 16:00 CET.

    He will share his views on the uncertainties sweeping through global markets, his approach to investing through periods of this nature and how this is playing out in his portfolio.

    You’ll have the opportunity to put your questions directly to David during this interactive session.

    A recording will be available should you be unable to attend on the day.
  • Japan Equities with Archibald Ciganer Recorded: Mar 19 2020 49 mins
    Archibald Ciganer
    Join us on 19 March at 09:00 am GMT / 10: 00am CET as Portfolio Manager, Archibald Ciganer, discusses his thoughts on the short and medium term outlook for Japan, how the coronavirus outbreak is influencing the team’s thinking on opportunities and risks, and the actions he’s been taking as a result.
  • Global Markets and the Implications for Asset Allocators – Q1 2020 Recorded: Feb 6 2020 41 mins
    Yoram Lustig & Andrew Armstrong
    Please join us on Thursday 6th February at 10:00am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Tightrope Walking into 2020 Recorded: Dec 11 2019 35 mins
    Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
    Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
  • The Huge Opportunity Potentially Being Missed in Emerging Markets Recorded: Nov 27 2019 45 mins
    Ernest Yeung
    For Professional Clients Only

    The vast majority of professionally invested monies flowing into emerging markets (EM) equity take a core, growth or quality investment approach. This means that investors who access the broad EM opportunity set via these types of managers can end up with portfolios highly skewed to a small number of prominent technology names in the Asian region.
    In this webinar, Portfolio Manager Ernest Yeung will shed light on the considerable opportunity potentially being missed by most EM investors. Technical elements such as the absence of private equity rigour, shareholder activism and diminishing sell-side coverage leaves a vast universe of companies that are being forgotten, but which can provide attractive prospects for investors with the breadth of research to uncover them.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • Frontier Markets: Notes from the Road – November 2019 Recorded: Nov 20 2019 48 mins
    Oliver Bell
    For Professional Clients Only

    Durable secular growth in frontier markets and low correlation to the global cycle is bringing increasing attention to an asset class that has been overlooked in recent years. Yet, while valuations appear attractive, careful stock picking backed by on-the-ground research remains key to successful investing in frontier markets.

    In this webinar, Oliver Bell, Frontier Markets Portfolio Manager, and his team will share the key takeaways from their most recent research trips across the frontier universe where they’ve been analysing companies and countries first-hand. In addition, they’ll discuss their outlook for 2020, and provide an update on portfolio performance and positioning.

    Please join us for this event on 20th November at 14:00 GMT / 15:00 CET, where you will also be able to put your questions directly to Oliver and the team.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • The Huge Opportunity Being Overlooked in Emerging Markets Recorded: Nov 13 2019 48 mins
    Ernest Yeung
    For Professional Clients Only

    The vast majority of professionally invested monies flowing into emerging markets (EM) equity take a core, growth or quality investment approach. This means that investors who access the broad EM opportunity set via these types of managers can end up with portfolios highly skewed to a small number of prominent technology names in the Asian region.
    In this webinar, Portfolio Manager Ernest Yeung will shed light on the considerable opportunity potentially being missed by most EM investors. Technical elements such as the absence of private equity rigour, shareholder activism and diminishing sell-side coverage leaves a vast universe of companies that are being forgotten, but which can provide attractive prospects for investors with the breadth of research to uncover them.
    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put questions directly to Ernest.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • Halloween: Was it trick or treat? Recorded: Nov 1 2019 57 mins
    Yoram Lustig
    For Professional Clients Only

    Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    This webinar is accredited with 1 hour worth of CPD points - UK Only
  • Asia – Looking Beyond Macro Uncertainties Recorded: Oct 16 2019 41 mins
    Eric Moffett
    For Professional Clients Only

    With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?
    In this webinar, Portfolio Manager Eric Moffett will discuss his perspectives on the Asia region, its unique challenges and highlight how finding quality, growth-compounding businesses can help deliver more consistent returns and mitigate heightened market volatility across the cycle.
    Please join us for this live event on Wednesday 16 October at 10:00 BST / 11:00 CET, during which you will be able to put your questions directly to Eric.
  • Global Asset Allocation Viewpoint: Q3 2019 Recorded: Jul 25 2019 46 mins
    Yoram Lustig & Andrew Armstrong
    For Professional Clients Only

    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
    For Professional Clients Only

    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
    For Professional Clients Only

    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
    For Professional Clients Only

    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.
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 £911 billion in assets. We service clients in 50 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 31st December 2019

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  • Title: Tightrope Walking into 2020
  • Live at: Dec 11 2019 10:00 am
  • Presented by: Yoram Lustig, Quentin Fitzsimmons and Andrew Armstrong
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