Name: US Large Cap Value Equity – Performance, positioning and outlook
Start: 2021-05-19T09:00:00Z
End: 2021-05-19T09:00:42.000Z
Location: BrightTALK
Rating: 0

At T. Rowe Price we’re solely focused on providing long-term results for you and your clients. Founded in 1937, we’re an independent investment management firm serving clients in 50 countries across Europe, the Americas, Asia and the Middle East. We 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.

Join a thought-provoking conversation between T. Rowe Price's Chief Investment Officers in which they provide in-depth analysis of the major investment themes impacting our world today, and actionable insights to help prepare you for the financial markets of tomorrow. Topics include: 

- Practical guidance for striking a balance between recession and interest rate risks
- Equity market opportunities, including consideration of select U.S. Small Cap, Value, and attractively-valued U.S. Large Cap strategies
- Fixed income market opportunities, including how to respond to the most attractive levels of bond yield in decades
- A reimagined playbook for shifting global economics, including deglobalization and the impacts of recent geopolitical developments

Global Market Outlook 2023

Amid continued volatility in large-cap growth equities, join T. Rowe Price for a conversation with Portfolio Manager Paul Greene and Portfolio Specialist Craig Watson about the current dynamics of the market and where opportunities exist. Paul will discuss how he has navigated this environment and reflect on how he has positioned the portfolio during his first year as lead manager – after over a decade working on the portfolio – to capitalize on the changing growth landscape and find what he believes are the companies best positioned to lead their industries in the long-term.

Reflection and Resolve: Maintaining Conviction in U.S. Growth

The outlook for the global economy remains uncertain with an ever-growing list of countries at risk of heading into recession, if they’re not there already. However, we believe there is a strong case that Japan could fare better than other markets.

Listen to Archibald Ciganer as he discusses why he believes now is an opportune time to consider an allocation to Japan, and reveals how the T. Rowe Price Japan Equity Strategy is well positioned to capture opportunities that appear underappreciated by the market.

Reasons to consider Japanese Equities

Please join us for this quarterly update from Portfolio Specialist Laurence Taylor.

Laurence will review the latest performance and positioning of the T. Rowe Price Global Focused Growth Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update: T. ROWE PRICE FUNDS SICAV - Global Focused Growth Fund

Please join us for this quarterly update from Portfolio Specialist Julian Cook.

Julian will review the latest performance and positioning of the T. Rowe Price Global Technology Equity Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update: T. ROWE PRICE FUNDS SICAV - Global Technology Equity Fund

Please join us for this quarterly update from Portfolio Specialist Daniel Hurley.

Daniel will review the latest performance and positioning of the T. Rowe Price Emerging Markets Equity Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update: T. ROWE PRICE FUNDS SICAV - Emerging Markets Equity Fund

Please join us for this quarterly update from Portfolio Specialist Daniel Hurley.

Daniel will review the latest performance and positioning of the T. Rowe Price Japanese Equity Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update: T. ROWE PRICE FUNDS SICAV - Japanese Equity Fund

Please join us for this quarterly update from Portfolio Specialist Jualian Cook.

Julian will review the latest performance and positioning of the T. Rowe Price US Large Cap Growth Equity Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update- T. ROWE PRICE FUNDS SICAV - US Large Cap Growth Equity Fund

Please join us for this quarterly update from Portfolio Specialist Michele Ward.

Michele will review the latest performance and positioning of the T. Rowe Price US Smaller Companies Fund, as well as consider the implications of the current market volatility.

Q3 Quarterly update-T. ROWE PRICE FUNDS SICAV - US Smaller Companies Equity Fund

Join us on 27 October at 10:00am GMT / 11:00am CET for our last quarterly asset allocation webinar of the year.

Join Yoram Lustig - Head of Multi-Asset Solutions EMEA & LATAM and Michael Walsh - Solutions Strategist for our quarterly asset allocation webinar as they discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

You will also be able to put your questions directly to Yoram during the session.

At T. Rowe Price we strive to provide clients with valuable insights to help inform their decision-making, so we are pleased to offer CPD qualification (accredited by CISI) for this webinar.

Global Markets and the Implications for Asset Allocators - Q4 2022

The implentation of the second phase of the Sustainable Finance Disclosure Regulation (SFDR) is set for January 2023. With what may feel like a plethora of additional requirements, including the ongoing consideration of Principal Adverse Impact Indicators, - it can be tricky for advisers and investors to navigate the changes and what this means for the array of investment products now available. 

This Webinar will cover:

What is SFDR Level 2?
- How T. Rowe Price defines sustainable activities
- What this means for T. Rowe Price's Article 6, 8 and 9 products

Navigating phase 2 of the Sustainable Finance Disclosure Regulation (SFDR)

We are pleased to invite you to hear a discussion with Ernest Yeung, CFA, Portfolio Manager of our Emerging Markets Discovery Equity Strategy and Chuck Knudsen, CFA, Portfolio Specialist with the Emerging Markets Equity team.

After more than a decade of underperformance relative to developed market (DM) peers, the backdrop for investing in emerging markets (EM) appears compelling. Unlike many DMs, EM central banks tightened policy ahead of inflation, providing them room to ease monetary conditions should economic growth soften. 

While growth estimates across EM economies can show considerable variation between regions, we believe that EMs have the potential to be structurally stronger than in the past and could stand to benefit from a cyclical upswing in corporate capital expenditure. Ernest will share how he is navigating the complex investment environment that emerging market investors are facing, and his approach identifying "forgotten" EM companies with improving fundamentals, attractive valuations, and asymmetrical risk/return profiles.

Undiscovered & Overlooked: Unlocking Opportunities in Emerging Markets Equities

Q2 Quarterly update-T. ROWE PRICE FUNDS SICAV - US Smaller Companies Equity Fund

Please join us for this quarterly update from Portfolio Specialist Laurence Taylor.

Laurence will review the latest performance and positioning of the T. Rowe Price Global Focused Growth Fund, as well as consider the implications of the current market volatility.

Q2 Quarterly update - T. ROWE PRICE FUNDS SICAV - Global Focused Growth Fund

Please join us for this quarterly update from Julian Cook.

Julian will review the latest performance and positioning of the T. ROWE PRICE FUNDS SICAV - Global Technology Equity Fund, as well as consider the implications of the current market volatility.

Q2 Quarterly update: T. ROWE PRICE FUNDS SICAV - Global Technology Equity Fund

Please join us for this quarterly update from Portfolio Specialist Daniel Hurley. 

Daniel will review the latest performance and positioning of the T. Rowe Price Emerging Markets Equity Fund, as well as consider the implications of the current market volatility.

Q2 Quarterly update - T. ROWE PRICE FUNDS SICAV - Emerging Markets Equity Fund

Please join us for this quarterly update from Portfolio Specialist Daniel Hurley. 

Daniel will review the latest performance and positioning of the T. Rowe Price Japanese Equity Fund, as well as consider the implications of the current market volatility.

Q2 Quarterly update - T. ROWE PRICE FUNDS SICAV - Japanese Equity Fund

Please join us for this quarterly update from Portfolio Specialist Julian Cook.

Julian will review the latest performance and positioning of the T. Rowe Price US Large Cap Growth Equity Fund, as well as consider the implications of the current market volatility.

Q2 Quarterly update -T. ROWE PRICE FUNDS SICAV - US Large Cap Growth Equity Fund

Sustained hopes for a global economic recovery in a COVID-off environment, expectations for higher inflation and pockets of extreme asset valuation levels have prompted some investors to call a market leadership rotation from growth to value stocks. It is always hard to determine exactly what causes a cycle to flip, but given the current valuation disparities, we do believe cyclical areas of the market have room to run in the short to intermediate term. 

Please join Eric Papesh, portfolio specialist, on 19 May at 10:00am BST / 11:00am CET, as he assesses these dynamics and the implications for US equity investors. Specifically, he’ll discuss the outlook for our US Large Cap Value Equity Strategy, reviewing recent performance and current positioning.

US Large Cap Value Equity – Performance, positioning and outlook

US Equities

Investment Management

Investments

Investment Strategy

Financial Markets

Portfolio Management

Asset Management

Equities

T. Rowe Price

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US Large Cap Value Equity – Performance, positioning and outlook

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