Emerging markets: Balancing risk and volatility for long-term gain
Macro pressures have kept a lid on emerging markets over the past few years, giving many institutional investors a case of indigestion. But most investors understand that EM is a secular opportunity, and many trends that can serve to drive performance over the long term are finally falling into place.
This webinar features Samy Muaddi, Emerging Markets Debt Portfolio Manager at T. Rowe Price, alongside a panel of his industry peers, as they discuss shifting macro trends and how best to identify opportunities for return generation and diversification.
Today's EM equity universe represents a broad and growing pool of interesting, attractive companies that are trading at reasonable valuations relative to historical averages. Yet, most investors have focused their allocation on a relatively narrow subset of those stocks and beyond those few names are a number of “forgotten” companies that are improving their returns and earnings in ways that most investors have failed to realize.
During this discussion, a panel of T. Rowe Price experts explore the appeal of EM equities and examine how allocators should be thinking about constructing a dynamic, diversified EM portfolio. The discussion reveals opportunities across regions, including the allure of old-economy stocks in China, and areas that are currently unloved or beyond the bounds of a traditionally narrow EM focus.
Lengthening life spans, changing participant behavior at retirement, increased emphasis on financial wellness and real-world outcomes, perception of DC plans evolving from simple “savings” plans to more comprehensive “retirement” plans… These are all reasons why it may be time to explicitly reconsider your participants' transformative journeys into retirement and the role you want your plan to play.
In this webinar, T. Rowe Price Senior Defined Contribution Strategist Lorie Latham and Callan Defined Contribution Consultant James Veneruso share insights gained from proprietary research and engagement with defined contribution plan sponsors.
In this three-part discussion, Michael Davis, head of defined contribution plan specialists and former Deputy Assistant Secretary of the U.S. Department of Labor, discusses the PGBC deficit, implications of ERISA, and the future of HSAs. Click the thumbnails below to learn more.
DC East 2019: T. Rowe Price's Michael Davis on the PBGC deficit
The sponsored webinars and sponsored supplement webinar featured above were not created, written or produced by the editors of Pensions & Investments and does not represent the views or opinions of the publication or its parent company, Crain Communiations Inc.