Advisor Success Series

Author: Freedom Investment Management, Inc.

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
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Reassessing Portfolio Strategies in the Post-COVID/AI Buildout Environment - A Conversation with Som Priestly, T. Rowe Price
Thursday, 5 March, 2026

In this episode, we have the pleasure of speaking with Som Priestly, Head of Multi-Asset Solutions at T. Rowe Price. Som discusses their approach to market positioning, emphasizing the importance of being both realistic and diversified, particularly when investing across the artificial intelligence theme. He highlights potential shifts in the firm's AI thesis, including the pace of innovation and broader corporate adoption of AI technologies. Som also shares insights on portfolio structuring, noting their strategic overweight in high-yield credit and their recent adjustments, including reducing precious metal exposure while increasing investments in small-cap stocks and emerging markets. He expresses cautious optimism about inflation and discusses the team's ongoing efforts to align portfolio views and identify opportunities across various market scenarios.