AAA-rated Eiswert: a tale of two markets in global equities

The impact of slumping commodity prices coupled with an improving consumer outlook is likely to be as dominant in 2016 as it was over the past 12 months, according to T. Rowe Price’s David Eiswert. The AAA-rated manager tells Citywire Global why he has owned ‘fewer names than ever’ in response to the 2015 market – and anticipates continued meek global growth in the new year.

 

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