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By   Iona Dent, CFA

Why it’s not time to leave the equities party yet

Iona Dent says the strength of earnings in equities means it is too early to head for the exits.

September 2026, Equity

Key Insights
  • Equity earnings remain a powerful support, with strong economic growth and earnings upgrades helping offset pressure from higher interest rates.
  • There are signs of market froth, particularly around AI, but valuations and balance sheets remain healthier than during the dot-com bubble.
  • Stay invested, but know the exits. T. Rowe Price’s five-part ‘bubble watch’ framework helps identify risks systematically as the bull market matures.

​In this episode of Livewire's The Rules of Investing, Dent explains why she believes the earnings story in global shares outweighs concerns around rising bond yields and walks through the five dimensions of T. Rowe Price’s ‘bubble watch’ framework.

 

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Iona Dent, CFA Associate Portfolio Manager

Important Information

This information is provided for general information purposes only and does not constitute investment or financial product advice. It does not take into account the investment objectives, financial situation, or needs of any person. The views, information, and opinions expressed are those of the Investment Professional at the time of the interview and are subject to change without notice. Where securities are mentioned, the specific securities identified and described are for informational purposes only and do not represent recommendations or statement of opinion intended to influence a person or persons in making a decision in relation to investment.

202610-5991959