Bad News May Now Be Bad News for Markets, Says T. Rowe Price’s Poullaouec

The video discusses the current state of equity and bond markets, highlighting the competing forces of accommodative policy and trade tensions. It suggests a barbell approach to investing, balancing yields and future growth. The sustainability of market trends is questioned, with trade and monetary policy as key factors. A preference for growth stocks over value stocks is expressed, citing secular disruption and tech sector growth.

What are the competing forces in the markets mentioned in the text?

How does the current market situation affect business confidence according to the text?

What is the significance of a barbell approach in portfolio management as discussed in the text?

What does the text suggest about the relationship between growth stocks and value shares?

What are the potential risks associated with financials and energy sectors as mentioned in the text?