Shifting Market Dynamics: Evaluating Risk and Opportunity | Sébastien Page, CIO , T. Rowe Price. 00:10:00
Sebastian Page from T. Rowe Price discusses the current market trends, emphasizing the dual themes of interest rates and market rotation. He highlights the market's sensitivity to short-term data due to the Federal Reserve's data-dependent approach. Despite recent volatility, Page maintains a cautiously optimistic outlook, advising investors to stick close to their long-term risk tolerance. He notes the high expectations surrounding AI and tech, urging a balanced perspective on investment strategies.