We believe there is a return- and a risk-based case for significant strategic allocations to small- and mid-cap value stocks.
Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing liquidity and solvency over returning capital to shareholders. We think investors can alleviate this problem with an investment approach that addresses two key aspects of dividend investing that can help maintain healthy dividend yields, even in this environment.
Investors potentially could improve risk/return by allocating to or from high yield if spreads are especially wide or tight.
T. Rowe Price sees the potential for a powerful, countercyclical rally in oil prices and energy stocks.
Optimize financial portfolios for economic recovery with investor resources designed to help you explore important asset class outlooks.
T. Rowe Price Portfolio Manager Samy Muaddi explains what he learned from market volatility in early 2020 and why he thinks EM corporate bonds offer attractive long-term opportunities for investors. Explore more insights from our investment professionals here: https://trowe.com/3e5JYPH
Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
April 27, 2020: Equity markets have been on a rollercoaster ride. It is during these times of wide performance dispersion that well positioned factor and sector exposures are key to mitigating risk and enhancing returns. Head of Quantitative Strategies Michael Hunstad, Ph.D., explains.
U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938, up over 10%.1 At this point, we expect economic data will decline sharply, but we also think we’ve already seen the primary low for this
bear market. Clarity will take time to emerge, but we see opportunities
at depressed prices.
Investors may enhance their after-tax mutual fund returns by using asset location and tax-efficient investing strategies.