Why now is not the time to be giving up on US equities, February 2023

Julian Cook, product specialist for the T. Rowe Price US Large Cap Growth Equity fund, walks us through why 2022 was so brutal for America’s largest companies, before discussing what lies ahead for the US economy and telling us why now is not the time to be giving up on US equites. Julian also provides us with the team’s investment case for being overweight the IT and healthcare sectors, with illustrations of holdings in both sectors: Fiserv and Cigna, respectfully.