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This Quarter (Q4 2021) Hide

October 2021 / MARKET OUTLOOK

Growth Delayed but Not Derailed

Growth Delayed but Not Derailed

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2021 / INVESTMENT INSIGHTS

Maintaining a Cautious Approach

Maintaining a Cautious Approach

Maintaining a Cautious Approach

Negative economic surprises could cause volatility.

By Tim Murray

Tim Murray Capital Markets Analyst

Previous Quarter (Q3 2021) Hide

September 2021 / INVESTMENT INSIGHTS

Confronting the Challenges of Persistent...

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent...

How to position against potential inflation risks in fixed income.

By Multiple Authors

By Multiple Authors

September 2021 / VIDEO

The Three Drivers of Innovation in Biotech...

The Three Drivers of Innovation in Biotech Stocks

The Three Drivers of Innovation in Biotech...

Innovation in the biotech industry is creating investment opportunities in stocks...

By John Hall

John Hall Investment Analyst

September 2021 / INVESTMENT INSIGHTS

China – Too Big to Ignore?

China – Too Big to Ignore?

China – Too Big to Ignore?

China’s development is recognised as one of the most important shifts in the global...

By Irmak Surenkok & Robert Secker

By Irmak Surenkok & Robert Secker

September 2021 / INVESTMENT INSIGHTS

The Cycle—Where Are We? Implications for...

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for...

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2021 / INVESTMENT INSIGHTS

Should Rising Inflation Be a Concern?

Should Rising Inflation Be a Concern?

Should Rising Inflation Be a Concern?

High sustained inflation is usually a headwind for stocks and bonds.

By Tim Murray

Tim Murray Capital Markets Analyst

September 2021 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Three themes investors are focused on now: China, Delta and Tapering.

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2021 / VIDEO

Global Equity Update with Sam Ruiz

Global Equity Update with Sam Ruiz

Global Equity Update with Sam Ruiz

Three themes investors are focused on now: Inflation, China and Earnings Season

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2021 / MARKETS & ECONOMY

How 2021 Is Shaping as an Epic Year for Climat...

How 2021 Is Shaping as an Epic Year for Climate Regulation

How 2021 Is Shaping as an Epic Year for Climate...

Momentum on emissions targets builds ahead of COP26 conference

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / MARKETS & ECONOMY

China Regulation—Opportunity May Lie in the...

China Regulation—Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation—Opportunity May Lie in the...

We are assessing potential winners and losers amid new regulations in the education...

By Multiple Authors

By Multiple Authors

July 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Shareholder Proposals in Focus

Shareholder Proposals in Focus

Shareholder Proposals in Focus

Where proxy voting is concerned, our overarching objective is to vote our clients’...

By Donna Anderson

Donna Anderson Head of Corporate Governance

July 2021 / MARKETS & ECONOMY

Into Choppier Waters

Into Choppier Waters

Into Choppier Waters

The serenity of equity markets is deceptive

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2021 / INVESTMENT INSIGHTS

A Moderating Outlook for Equities

A Moderating Outlook for Equities

A Moderating Outlook for Equities

Stock returns may be subdued, as key performance drivers peak

By Tim Murray

Tim Murray Capital Markets Analyst

Q2 2021 Show

June 2021 / MARKETS & ECONOMY

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

Prices will likely slow next year—before picking up again

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

June 2021 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

June 2021 / INVESTMENT INSIGHTS

Surging Home Prices May Lead to Rate Hikes

Surging Home Prices May Lead to Rate Hikes

Surging Home Prices May Lead to Rate Hikes

The return of housing as an economic driver gives the Fed options.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Four Keys to Tackling the Green Bond Boom

Four Keys to Tackling the Green Bond Boom

Increased issuance means more buy-side diligence is needed

By Matthew Lawton

Matthew Lawton Sector Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

Are Tight Credit Valuations Justified?

Are Tight Credit Valuations Justified?

Are Tight Credit Valuations Justified?

Positive tailwinds are providing support, but caution is advised

By Multiple Authors

By Multiple Authors

May 2021 / INVESTMENT INSIGHTS

Why Central Bank Digital Currencies Will...

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will...

CBDCs should boost financial inclusion and improve efficiency.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

May 2021 / INVESTMENT INSIGHTS

Duration Hideouts Offer Opportunities as...

Duration Hideouts Offer Opportunities as Bond Sell-Off Continues

Duration Hideouts Offer Opportunities as...

Five key themes for an uncertain period in fixed income markets.

By Arif Husain

Arif Husain Head of International Fixed Income

April 2021 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More...

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

April 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Stability on the Surface,...

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface,...

Vaccination rollout/lockdowns lower pandemic risk. Liquidity is becoming a concern.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investor...

Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors...

China, Japan, technology, and value have potential to shape global markets in 2021...

By Justin Thomson

Justin Thomson Head of International Equity

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investin...

Why ESG Factors Matter in Asia Credit Investing

Why ESG Factors Matter in Asia Credit Investing

Integrating ESG factors can help manage downside risk and identify high-quality businesses...

By Sheldon Chan

Sheldon Chan Portfolio Manager

April 2021 / MARKETS & ECONOMY

Leveraging a Diversity of Perspectives on...

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on...

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2021 / VIDEO

Quarterly Australian Equity Market Outlook

Quarterly Australian Equity Market Outlook

Quarterly Australian Equity Market Outlook

What does the end of the inflation trade mean for Australian Equities?

By Randal Jenneke

Randal Jenneke Head of Australian Equities

Q1 2021 Show

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue

By Arif Husain

Arif Husain Head of International Fixed Income

March 2021 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What’s Next

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2021 / VIDEO

U.S. Vaccine News Driving The Stock Market...

U.S. Vaccine News Driving The Stock Market Rally

U.S. Vaccine News Driving The Stock Market...

Optimism about the rollout of vaccines in the US explains, in part, why the market...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Weak pent-up demand will likely prevent a post-COVID boom

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

Emerging from the pandemic, an encouraging pathway for China’s economy

By Chris Kushlis

Chris Kushlis Credit Analyst

March 2021 / INVESTMENT INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Multiple Authors

By Multiple Authors

February 2021 / INVESTMENT INSIGHTS

The Challenge of Low but Rising Rates

The Challenge of Low but Rising Rates

The Challenge of Low but Rising Rates

Searching for Yield Amid Rising Rates

By Tim Murray

Tim Murray Capital Markets Analyst

February 2021 / INVESTMENT INSIGHTS

Australia: Back to Boom Times?

Australia: Back to Boom Times?

Australia: Back to Boom Times?

The future for commodities may look bright

By Tom Shelmerdine

Tom Shelmerdine Investment Analyst

February 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Pandemic Factor Rises to...

PULSe Indicator: Pandemic Factor Rises to Crisis Levels

PULSe Indicator: Pandemic Factor Rises to...

Typically this leads Liquidity and Sentiment factors, which may trend higher.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

February 2021 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment

By Arif Husain

Arif Husain Head of International Fixed Income

January 2021 / MARKET OUTLOOK

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Seizing the opportunities that higher volatility and mixed news flow will create

By Scott Berg

Scott Berg Portfolio Manager

Q4 2020 Show

December 2020 / MARKET OUTLOOK

Australia 2021 Market Outlook: Cautiously...

Australia 2021 Market Outlook: Cautiously Optimistic

Australia 2021 Market Outlook: Cautiously...

Reduced global uncertainty is positive for Australian equities.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2020 / INVESTMENT INSIGHTS

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Applying active decision-making is key in an uncertain environment

By Laurence Taylor

Laurence Taylor Portfolio Specialist

November 2020 / ASSET ALLOCATION STRATEGY

The Case for High Yield Bonds

The Case for High Yield Bonds

The Case for High Yield Bonds

Searching for income amid low investment-grade bond yields

By Tim Murray

Tim Murray Capital Markets Analyst

October 2020 / INVESTMENT INSIGHTS

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long-term sustainability

By Willem Visser

Willem Visser Credit Analyst

October 2020 / VIDEO

Top Market Risks to Watch for the Rest of...

Top Market Risks to Watch for the Rest of 2020

Top Market Risks to Watch for the Rest of...

Given US event risks and the likelihood of asset rotation, we are looking to reduce...

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

Q3 2020 Show

September 2020 / VIDEO

T. Rowe Price Australian Equity Fund

T. Rowe Price Australian Equity Fund

T. Rowe Price Australian Equity Fund

The Australian Equity Fund with the World Behind It

By Randal Jenneke

Randal Jenneke Head of Australian Equities

September 2020 / INVESTMENT INSIGHTS

Sustainability Drives Success in High-Quality...

Sustainability Drives Success in High-Quality Growth Companies

Sustainability Drives Success in High-Quality...

Find out more about why sustainability is an important indicator of a high-quality...

By Scott Berg

Scott Berg Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Growth Versus Value: A Balanced View

Growth Versus Value: A Balanced View

Growth Versus Value: A Balanced View

Stocks are bifurcated, with secular trends driving growth.

By Tim Murray

Tim Murray Capital Markets Analyst

September 2020 / INVESTMENT INSIGHTS

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Head of International Fixed Income

August 2020 / INVESTMENT INSIGHTS

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored...

Limited impact on near-term cash flows is masking longer‑term risk.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2020 / VIDEO

Why Our Asset Allocation Committee Favours...

Why Our Asset Allocation Committee Favours Emerging Markets Stocks

Why Our Asset Allocation Committee Favours...

We think there are very good active management opportunities in the asset class at...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

August 2020 / INVESTMENT INSIGHTS

ESG Integration in Action

ESG Integration in Action

ESG Integration in Action

New case studies explaining how our investment professionals incorporate ESG factors...

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

August 2020 / INVESTMENT INSIGHTS

Investing Through the Pandemic

Investing Through the Pandemic

Investing Through the Pandemic

Managing a global equity strategy during the covid crisis

By Scott Berg

Scott Berg Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

The Search for Yield

The Search for Yield

The Search for Yield

Discover the latest global market themes and the outlook for the world's major regions.

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / INVESTMENT INSIGHTS

ESG Integration in Action— TSMC Case Study

ESG Integration in Action— TSMC Case Study

ESG Integration in Action— TSMC Case Study

Environmental management a key factor in our investment analysis of Taiwan Semiconductor...

By Alison Yip

Alison Yip Investment Analyst

July 2020 / INVESTMENT INSIGHTS

When Diversification Fails

When Diversification Fails

When Diversification Fails

Reexamining portfolio construction amid the coronavirus crisis.

By Multiple Authors

By Multiple Authors

July 2020 / VIDEO

Our ESG Integration Approach

Our ESG Integration Approach

Our ESG Integration Approach

This introductory video illustrates how we are integrating ESG factors into investment...

By T. Rowe Price

T. Rowe Price

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT VIEWPOINT

Australia: Coping with Covid

Australia: Coping with Covid

Australia: Coping with Covid

Looking to end the lockdown in July.

By Randal Jenneke

Randal Jenneke Head of Australian Equities