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

202304-2847215

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April 26, 2023

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53 mins 34 secs

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