Untapped Value: Opportunities in a
New Era

Seek to unlock hidden stock market opportunities for your clients while navigating rising rates, inflation, lower growth, geopolitical turmoil, and more.

Untapped Value: Opportunities in a New Era

Seek to unlock hidden stock market opportunities for your clients while navigating rising rates, inflation, lower growth, geopolitical turmoil, and more.

The landscape is changing. Is your allocation?

A reversal of major stock market trends in 2022 could mean opportunities for investors who adapt and losses for those who don’t. In this webinar, our experts share common areas of portfolio vulnerability and practical insights for how you can address them.

Financial professionals may be vulnerable.

Analysis of thousands of client portfolios by our Portfolio Construction Solutions team suggests that financial professionals are generally overallocated to growth stocks. Find out what you can do to bring a more balanced approach to your portfolios in 2022.

Relative to our strategic design, financial professionals are overallocated to growth and underallocated to value.

Bar chart showing financial professionals tend to be overinvested in growth stocks and underinvested in value stocks.

Source: T. Rowe Price analysis based on financial professional portfolio models submitted to T. Rowe Price for analysis. As of December 2021. 

Close-up of an iPad screen with an ascending line graph displayed on-screen.

We see potential untapped value in the market.

Our monthly Asset Allocation Committee Viewpoints provide insight on how we’re adjusting portfolios to weather this highly volatile market environment.

Keep up with shifting trends

Our asset allocation experts can help you navigate an ever-changing market. Use our insights to optimize your clients' portfolios for what's ahead.

Strategies to Consider

Dividend Growth

Maintain prudent exposure to growth-style investments in dividend-paying companies that, we expect, will increase their dividends over time.

SMA | PRDGX | PDGIX

Equity Income

Position your allocations for the new market, and put dividends to work for your clients.
 

SMA | PRFDX | REIPX

Portfolio Construction Solutions

Optimize your portfolio positioning—both today and long-term—with help from our suite of Portfolio Construction Solutions, backed by the global resources and capabilities of our Multi-Asset Division.

Your models. Our expertise.

Optimize your model portfolio positioning—both today and long-term—with help from our suite of Portfolio Construction Solution services, backed by the global resources and capabilities of our Multi-Asset Division.

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Broker-Dealer
RIA & Regional Bank
DCIO
Variable Annuity

Past performance is not a reliable indicator of future performance. All investments are subject to market risk, including the possible loss of principal.

Growth stocks tend to be more volatile than certain other types of stocks, and their prices may fluctuate more dramatically than the overall stock market.

The value approach to investing carries the risk that the market will not recognize a security’s intrinsic value for a long time or that a stock judged to be undervalued may actually be appropriately priced.

Dividends are not guaranteed and are subject to change.

T. Rowe Price Separately Managed Accounts are advised by T. Rowe Price Associates, Inc., a registered investment adviser.

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