The coronavirus pandemic is undoubtedly creating short-term and long-term challenges for emerging
markets (EMs). But not all sovereign and corporate issuers can be painted with the same broad brush,
and placing too much weight on overly dire forecasts may result in missed opportunities.
The impact of the Coronavirus crisis has not affected stocks across the capitalization spectrum equally. This has resulted in market concentration levels we haven’t seen since the 1970s. Head of Quantitative Strategies Michael Hunstad, Ph.D., explains what this means for investors.
Listen as T. Rowe Price senior investment professionals who have extensive experience in finding "secular growers" share insight into the challenges and opportunities that we believe lie ahead in global equities.
We believe a dividend growth strategy remains viable and should continue to provide favorable risk-adjusted returns over time.
Our analysis suggests investors who add risk during a major sell-off can mistime the bottom by some distance and still make considerable gains.