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Investing on the Right Side of Change


In this video, David Eiswert offers his unique perspectives on the secular forces at large in the world today, and the significance they have for global investors. He explains that we are standing at the intersection of an era of technological innovation with an era of ‘lowflation’ and cheap financing. But what does a virtuous cycle of invention and financing for inventors lead to? A more rapid pace of change, disruption and outcomes than many have expected or anticipated. The ‘chasm’ spanning the time from nascent idea to established business is narrowing. The returns for those stocks on the right and wrong side of this period of accelerating change has been, and will continue to be, large. David explores the complexities this brings for investors and how to generate alpha in this environment. 

Is a bubble approaching?

David turns his attention to valuations. While he worries that we’re in a bubble, David argues that the bubble is not, as many would be led to believe, in large cap growth stocks…

Will the Bears Eat Goldilocks?

David explores what could end the current bull run. He highlights which bears, in this cycle, could bring the Goldilocks narrative to a very unhappy and child unfriendly ending…

 

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This material is being furnished for general informational purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, and prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.

The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.

Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.

The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.  

It is not intended for distribution to retail investors in any jurisdiction.

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