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Q2 '23 Asset Allocation Viewpoints

Q2 '23 Asset Allocation Viewpoints

Signals or Noise? Mid-Caps, Banks, and Multi-Asset.

As the banking crisis unsettles a market already concerned about inflation, interest rates, and recession, members of the T. Rowe Price Asset Allocation Committee discussed how mid-cap stocks, the banking sector, and multi-asset strategies could really matter in the coming months.
  • Inflation, interest rates, recession and banking
  • Additional risks to banking, markets, and the economy
  • Portfolio construction and tactical positioning
Sébastien Page, T. Rowe Price
Vincent DeAugustino, T. Rowe Price
Chris Dillon, T. Rowe Price


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