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Here are eight top places to invest, based on insights from seven market strategists. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . A robust, multi-year bull market rally for US stocks reached another gear after the businessman-turned-politician won the presidential election. Traders are convinced that the bulk of Trump's economic policies, which include tax cuts and fewer government regulations, will create a business-friendly backdrop that drives stocks higher. AdvertisementThe world is awash with cash, making scarce assets like gold and bitcoin more valuable, and Thorne also noted that global economic growth is slowing.
Persons: Donald Trump's, , Donald Trump, David Bahnsen, Kamala Harris, Jeff Schulze, John Maynard Keynes, Anthony Saglimbene, Keynes, Schulze, Saglimbene, Jim Baird, Plante, Sébastien, Rowe Price, Page, Sean Gallagher, Gallagher, Ameriprise, Bahnsen, Jim Thorne, who's, Thorne, Trump Organizations: Investors, Service, Business, Street Global Advisors, ClearBridge Investments, Trump, Financial, Tech, Federal Trade Commission Locations: Trump's, ClearBridge, Canada, Wellington, Altus
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets are pricing in deregulation, lower taxes and inflation: T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price head of global multi-asset and CIO, joins 'Squawk Box' to discuss the latest market trends, impact of President-elect Trump's election victory, and more.
Persons: Rowe Price's Sebastien Page Sebastien Page, Rowe Price, Trump's
U.S. economy is not slowing, T. Rowe Price says
  + stars: | 2024-10-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. economy is not slowing, T. Rowe Price saysSebastien Page, CIO & head of global multi-asset T. Rowe Price, discusses the U.S. economic outlook ahead of the country's elections.
Persons: Rowe Price, Sebastien Page Organizations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailT. Rowe Price's Sebastien Page bullish case for international small capsSebastien Page, T. Rowe Price, joins 'Closing Bell' to discuss adding risk and makes the bullish case for international small caps.
Persons: Rowe Price's Sebastien Page, Sebastien Page, Rowe Price
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall is the star of the market rotation, but value is better, says T. Rowe's Sebastien PageSebastien Page, T. Rowe Price, joins 'Closing Bell' to discuss the trading day and the market rotation.
Persons: Rowe's Sebastien Page Sebastien Page, Rowe Price
AdvertisementSpeed and ease — that's how generative AI is changing the game for finance professionals. In a survey of 780 banking and capital-markets employees by Accenture Research, 62% of respondents expect generative AI to increase people's stress and burnout. "Employees with AI skills will replace people without AI skills," Andrew Chin, the chief AI officer at the $759 billion money manager AllianceBernstein, told BI. AdvertisementA data scientist at a midsize hedge fund told BI that generative AI models are a "superpower for coders." The firm's ultimate aim is to use generative AI to replicate the success of its best bankers for all advisors.
Persons: Christina Melas, Rowe Price's Sébastien, Eric Burl, Alyssa Powell, Thomas H, Lee, Keri Smith, Smith, Ken Griffin, They've, Goldman Sachs, Marco Argenti, Argenti, It's, I've, drudge, Andrew Chin, AllianceBernstein, Lisa Donahue, Donahue, Jobs, who's, He's, he'd, ChatGPT, Accenture's Smith Organizations: Bain Capital Ventures, Management, Business, Bain Capital, Man Group, Accenture Research, Finance, Wall Street, Blackstone, Sigma, Citadel, Milken Institute Global Conference, Excel, Accenture, Northern Trust, Citibank, Citi, JPMorgan Locations: New York City, New York
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is a time to own growth and sell some, says T. Rowe's Sebastien PageSebastien Page. T. Rowe Price, joins 'Closing Bell' to discuss the economy and his market playbook.
Persons: Rowe's Sebastien Page Sebastien Page, Rowe Price
It marks the often-unloved group's third-best showing since 2002, according to Goldman Sachs. Utilities aren't just an AI playOther than their understated connection to AI, utilities are attractive on a valuation basis and as a defensive hedge, according to Goldman Sachs. AdvertisementHowever, utilities are cheap compared to the high-single-digit earnings growth they're expected to produce in the next several years. Goldman SachsBesides being discounted relative to their future growth, utilities serve as a hedge against lower economic growth. AdvertisementOf the 16 utilities stocks covered by Goldman Sachs analysts, only half have a buy rating from the firm.
Persons: , Goldman Sachs, Carly Davenport, Ryan Hammond, Bill Gross, Sebastien Page, Rowe Price, it's, Page, Goldman, Hammond Organizations: Service, Utilities, Business, Nvidia, Microsoft, Goldman, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be close to their risk tolerance, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price global head of multi-asset, joins 'Closing Bell' to discuss his expectation for tomorrow's PCE report and his market playbook.
Persons: Rowe Price's Sebastien Page Sebastien Page, Rowe Price Organizations: PCE
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailT. Rowe Price’s Sebastien Page: Don't expect a recession this yearSebastien Page, T. Rowe Price head of global multi-asset, joins 'Closing Bell' to discuss why he's neutral on the market and his stock risk tolerance.
Persons: Rowe Price’s Sebastien Page, Sebastien Page, Rowe Price
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a strange time for the Fed to cut rates, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price head of global multi-asset, joins 'Closing Bell Overtime' to talk the day's market action, what's ahead for the Fed, the state of the U.S. economy and more.
Persons: Rowe Price's Sebastien Page Sebastien Page, Rowe Price Organizations: Fed Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ritholtz's Josh Brown and T. Rowe Price’s Sebastien PageRitholtz Wealth's Josh Brown and T. Rowe Price’s Sebastien Page, join 'Closing Bell' to discuss if the market response to the CPI report was a blow to the bulls of a market overreaction.
Persons: Ritholtz's Josh Brown, Rowe Price’s Sebastien Page Ritholtz, Josh Brown, Rowe Price’s Sebastien Page
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation coming down too fast could hurt earnings, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price, joins 'Closing Bell' to discuss whether that the stock market has more risk to the upside.
Persons: Rowe Price's Sebastien Page Sebastien Page, Rowe Price
Here's why Page changed his view on the stock market and started buying equities again. That money could serve as fuel for the next stock market rally if yields fall and investors reconsider their cash allocations. "There are $6 trillion dollars in money market funds right now. The equity risk premium is most compressed it's been in 20 years... Cash yields are higher than earnings yields on stocks," Page explained. With the VIX currently at just below 15, there's no sign of any capitulation in the stock market yet.
Persons: Sebastien Page, Rowe Price, Page, , Now's Organizations: Service, CNBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with T. Rowe Price's Sebastien Page and Crossmark's Victoria FernandezSebastien Page, T. Rowe Price CIO and head of global multi-asset, and Victoria Fernandez, Crossmark Global Investments chief market strategist, join 'Closing Bell' to discuss what led Page to change his belief towards equity markets, the strategist's thoughts towards equity markets, and much more.
Persons: Rowe Price's Sebastien Page, Victoria Fernandez Sebastien Page, Rowe Price, Victoria Fernandez Organizations: Crossmark Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailT. Rowe Price's Sebastien Page breaks down the top risks to the marketSebastien Page, T. Rowe Price CIO and head of global multi-asset, joins 'Closing Bell' to discuss why Page is no longer bearish on equity markets, the types of stocks Page recently bought, and how the investment officer believes the economy will react to falling inflation.
Persons: Rowe Price's Sebastien Page, Sebastien Page, Rowe Price
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailT. Rowe's Sebastien Page says there's three major macro risks to the economySebastien Page, T. Rowe Price, joins 'Closing Bell' to discuss the economy, jobs report and his bearish outlook.
Persons: Rowe's Sebastien Page, Sebastien Page, Rowe Price
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a barbell environment with opportunities under the hood, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price CIO and head of global multi-asset, joins 'Closing Bell' to discuss investing in stocks with energy exposure, the continued lag effect of rate hikes impacting the economy, and compression of equity risk premiums.
Persons: Rowe Price's Sebastien Page Sebastien Page, Rowe Price
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with T. Rowe Price CIO Sebastien PageSebastien Page, T. Rowe Price CIO and head of global multi-asset, joins 'Closing Bell' to discuss investing in stocks with energy exposure, the continued lag effect of rate hikes impacting the economy and compression of equity risk premiums.
Persons: Rowe Price, Sebastien Page Sebastien Page
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailT. Rowe's Sebastien Page is still bearish on the market, says there's too much fragilitySebastien Page, T. Rowe Price, joins 'Closing Bell' to discuss his bear case for the equity markets.
Persons: Rowe's Sebastien Page, there's, Sebastien, Rowe Price
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvest in the market, but don't be an overweight 'hero': T. Rowe's Sebastien PageSebastien Page, T. Rowe Price head of global multi-asset, joins 'Closing Bell' to make his bearish case on the market.
Persons: Rowe's Sebastien Page Sebastien Page, Rowe Price Organizations: Invest
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bull and bear case for stocks, according to T. Rowe Price's Page and BMO's BelskiT. Rowe Price’s Sebastien Page and BMO’s Brian Belski, joins 'Closing Bell' to offer the bull vs. bear case for where stocks go from here.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with T. Rowe Price's Sebastien Page and Hightower’s Stephanie LinkT. Rowe Price's Sebastien Page and Hightower's Stephanie Link join 'Closing Bell' to discuss his bearish outlook on the markets and value and growth in tech.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are in a higher rate environment, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price head of global multi-asset, joins 'Closing Bell' to offer his bearish outlook on the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe labor market looks resilient against the Fed's tightening, says T. Rowe Price's Sebastien PageSebastien Page, T. Rowe Price head of global multi asset and chief investment officer, joins 'Closing Bell Overtime' to discuss Jamie Dimon's comments on economic strength, the employment market and pricing in a hard landing.
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