Time To Be Contrarian? Insights on Asset Allocation and High Yield
- 52 mins 11 secs
Concerns about recession and inflation have battered markets in 2022. At the same time,
the Federal Reserve has raised rates aggressively into slowing economic growth, increasing
the odds of a U.S. recession in 2023. Against this backdrop, our panel evaluates what have
been historically recession-predictive markets for high yield debt and bank loans, as well as
provide perspective on why our multi-asset team believes “this time is different” for adding
risk.
Channel:
T. Rowe Price
People:
Sebastien Page, Paul Massaro, Christopher Dillon
Companies: T. Rowe Price
Topics: Multi-Asset, Portfolio Construction, Inflation, Asset Allocation, Diversification, Recession, Stocks, Bonds, High Yield, Interest Rates, CE Credit,
Companies: T. Rowe Price
Topics: Multi-Asset, Portfolio Construction, Inflation, Asset Allocation, Diversification, Recession, Stocks, Bonds, High Yield, Interest Rates, CE Credit,
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