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Asset and commodity prices have been moving in line with the view that supply constraints and a weaker U.S. dollar are putting incipient pressure on underlying inflation trends. Contrary to the widely held consensus view, we believe inflation pressures are likely to accelerate substantially as 2021 progresses.
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International investors appear to be underestimating five global trends that have the potential to shape the direction of markets. These areas of focus—China, Japan, technology, value, and the resiliency of international markets—may provide distinct opportunities as investors seek to shape portfolios in the wake of the coronavirus pandemic.
Log in to Read More...“If our clients succeed, our firm will succeed.”
This principle from our founder, Thomas Rowe Price Jr., still guides us today.
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