In the latter half of 2023, investors face the critical task of distinguishing between meaningful information and random market fluctuations. Several factors, including persistent inflation, tightening financial conditions, a potential US regional banking crisis, and slowing economic growth in developed economies, have the potential to impact the performance of financial assets.
Against this backdrop, T. Rowe Price's investment team highlights three key themes to monitor closely in the second half of the year. These themes serve as important indicators and can provide valuable insights for investors navigating the evolving market landscape.
THEME 3
A Focus on Earnings
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