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Q1 '24 Asset Allocation Viewpoints: The Other Side of Uncertainty

The economic distortions of the past few years triggered big changes in the investment landscape. Massive monetary and fiscal stimuli helped avert a pandemic-related economic disaster, but they gradually gave way to policy tightening as inflation rose to the highest level in more than 40 years. As we head into 2024, data suggest that many of the recent distortions may be starting to fade. Inflation is trending toward the Fed’s target, fixed income yields look more attractive than they have in years, and there are pockets of opportunity in equities despite generally rich valuations.

Our key experts joined in a conversation to discuss opportunities, risks, and portfolio positioning as investors look ahead to the other side of uncertainty.

Sébastien Page, T. Rowe Price
David Giroux, T. Rowe Price
Christina Noonan, T. Rowe Price


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