As we look forward to the rest of 2023, key themes for markets remain centered on inflation, monetary policy, and the risk of recession.
However, the macro signals are mixed and the narrative has gyrated between bullish and bearish as investors grapple for direction in a rapidly changing world. In this environment, effective active investing is about distinguishing the signal from the noise. Where does the path lead from here and what can be done to prepare portfolios?
In this session Ritu Vohora will share insights on the key macro themes expected to drive markets for the rest of 2023, and evaluate the investment opportunities and risks that could lie within.
View PDFAfter a challenging period for global equities, and growth-oriented strategies in particular, Portfolio Specialist Laurence Taylor will discuss his approach to navigating today's uncertain and complex market environment, and why finding idiosyncratic ideas makes his approach difficult to imitate. Join Laurence as he shares our latest global equity insights and how these are reflected in the T. Rowe Price Global Focused Growth Equity Fund, as well as answer your questions on the global economic environment.
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