T.Rowe Price: Overweight Value, But Reduced Positions

The video discusses the shift from value to growth investment strategies due to changing market catalysts. It highlights opportunities in the Chinese market, particularly in tech and property sectors, despite recent volatility. The potential impact of global inflation on the bond market is analyzed, with a focus on differences between emerging and developed markets.

In what ways are emerging markets expected to respond to inflation trends compared to developed markets?

What changes in investor expectations regarding inflation have been observed from the beginning to the end of 2021?