Asset Allocation Viewpoints Webcast: Powering What's Next - July 2026
Can the AI boom and strong corporate earnings continue powering markets higher, or will geopolitical tensions, higher inflation, and elevated interest rates derail what's next for investors? And while a resolution to the Middle East conflict would ease some near-term concerns, its impact on energy markets could prove lasting.
Registered
Host
Christina Noonan is a portfolio manager in the Multi-Asset Division. She is a co-portfolio manager of the Balanced Fund, Global Allocation Fund, Spectrum Allocation Funds, Spectrum Diversified Equity Fund, Spectrum International Fund, Spectrum Income Fund, and Small & Mid-Cap Core Trust. Christina is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Speakers
Sébastien Page is the co-head of Global Investments and chief investment officer at T. Rowe Price Group, Inc., where he also cochairs the Asset Allocation Committee and serves on the Management Committee.
Rick de los Reyes is co-portfolio manager for the Global Natural Resources Equity Strategy, including the New Era Fund, and co-portfolio manager of the Natural Resources ETF in the Global Equity Division. Previously, he managed the Macro and Absolute Return Strategies and was a co-portfolio manager for the Multi-Strategy Total Return Strategy in the Multi-Asset Division. He is a member of the Asset Allocation Committee Rick is a vice president of T. Rowe Price Group, Inc., and a trustee of the T. Rowe Price Foundation.
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