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This Quarter (Q3 2022) Hide

September 2022 / INVESTMENT INSIGHTS

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

By Multiple Authors

September 2022 / INVESTMENT INSIGHTS

2022 Aggregate Proxy Voting Summary

2022 Aggregate Proxy Voting Summary

2022 Aggregate Proxy Voting Summary

A closer look at key trends in T. Rowe Price’s proxy voting activity over the past...

By Donna Anderson & Jocelyn Brown

By Donna Anderson & Jocelyn Brown

September 2022 / INVESTMENT INSIGHTS

Fed’s Inflation Fight Likely to Persist

Fed’s Inflation Fight Likely to Persist

Fed’s Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

September 2022 / INVESTMENT INSIGHTS

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

Alpha potential is still available for those who adapt to the new paradigm

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equity

August 2022 / INVESTMENT INSIGHTS

Why Active Duration Management Matters

Why Active Duration Management Matters

Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results

By Arif Husain

Arif Husain CIO, Head of International, Fixed Income, Lead Portfolio Manager, Dynamic Global Bond Strategy

August 2022 / INVESTMENT INSIGHTS

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

An early recession should reduce the chance of aggressive rate hikes.

By Ken Orchard

Ken Orchard Portfolio Manager, Fixed Income Division

August 2022 / INVESTMENT INSIGHTS

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Portfolio Manager, Global Impact Equity Strategy

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

August 2022 / VIDEO

Quarterly Australian Equity Market Outlook – July 2022

Quarterly Australian Equity Market Outlook – July 2022

Quarterly Australian Equity Market Outlook...

Ryan Martyn, Head of Australian Research, shares the drivers behind market performance...

By Ryan Martyn

Ryan Martyn Head of Australian Research

August 2022 / INVESTMENT INSIGHTS

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

This dynamic part of the global equity market remains significantly neglected.

By Johannes Loefstrand

Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy

August 2022 / INVESTMENT INSIGHTS

A Fall in Earnings Estimates Could Worsen Sell-Off

A Fall in Earnings Estimates Could Worsen Sell-Off

A Fall in Earnings Estimates Could Worsen...

Attractive stock prices are based on optimistic earnings estimates.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

July 2022 / INVESTMENT INSIGHTS

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2022 / VIDEO

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

This video highlights net zero insights from our ESG Investing Annual Report, including...

By Véronique Chapplow

Véronique Chapplow Investment Specialist

July 2022 / ASSET ALLOCATION VIEWPOINT

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Despite the recent rout, tech stocks are still not cheap

By Tim Murray

Tim Murray Capital Markets Analyst

July 2022 / INVESTMENT INSIGHTS

Emerging Markets Face a Highly Varied Growth Outlook

Emerging Markets Face a Highly Varied Growth Outlook

Emerging Markets Face a Highly Varied Growth...

Inflation and monetary policies are not affecting regions equally

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

July 2022 / INVESTMENT INSIGHTS

Why There’s More To China Than Just Big Tech

Why There’s More To China Than Just Big Tech

Why There’s More To China Than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / INVESTMENT INSIGHTS

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking...

How changing markets require investors to think and act differently.

By Arif Husain

Arif Husain Head of International Fixed Income

Previous Quarter (Q2 2022) Hide

June 2022 / ESG

Impact Investing - Client Engagement Toolkit

Impact Investing - Client Engagement Toolkit

Impact Investing - Client Engagement Toolkit

I want the Global Impact Client Engagement Toolkit & T. Rowe Price to donate A$5

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

June 2022 / U.S. GOVERNMENT POLICY

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds.

By Michael Pinkerton

Michael Pinkerton Washington Associate Analyst, U.S. Equity Division

June 2022 / INVESTMENT INSIGHTS

Winning by Not Losing: Building Portfolios for a More Challenging World...

Winning by Not Losing: Building Portfolios for a More Challenging World...

Winning by Not Losing: Building Portfolios...

Generating positive returns in tougher conditions requires new thinking

By Multiple Authors

By Multiple Authors

June 2022 / VIDEO

2022 Midyear Market Outlook summary

2022 Midyear Market Outlook summary

2022 Midyear Market Outlook summary

The pandemic has left economic scars, fueling inflationary pressures not seen in...

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

June 2022 / MARKET OUTLOOK

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Economies are transitioning from inflation to stagflation to economic slowdown.

By Randal Jenneke

Randal Jenneke Head of Australian Equity at T. Rowe Price

June 2022 / MARKET OUTLOOK

Flexible Fixed Income

Flexible Fixed Income

Flexible Fixed Income

Bonds struggled to diversify against equity risk in the first half of the year, so...

By Arif Husain, Justin Thomson & Sebastien Page

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Fundamentals Matter

Fundamentals Matter

Fundamentals Matter

With earnings growth likely to decelerate and interest rates rising, what opportunities...

By Arif Husain, Justin Thomson & Sebastien Page

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / INVESTMENT INSIGHTS

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Embracing uncertainty and inefficiencies to focus on future drivers of growth.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

June 2022 / INVESTMENT INSIGHTS

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Global economies are weighed down by notable headwinds.

By Tim Murray

Tim Murray Capital Markets Analyst

June 2022 / INVESTMENT INSIGHTS

The Case for China Remains Strong

The Case for China Remains Strong

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one.

By Justin Thomson

Justin Thomson Head of International Equity

June 2022 / VIDEO

What lies ahead for emerging markets?

What lies ahead for emerging markets?

What lies ahead for emerging markets?

Chris Kushlis, Chief of China and Emerging Markets Macro Strategy

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

June 2022 / GLOBAL EQUITIES

Getting to Know Impact Investing

Getting to Know Impact Investing

Getting to Know Impact Investing

Invest on the right side of societal and environmental change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

May 2022 / INVESTMENT INSIGHTS

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

How the world is moving forward on emissions reduction.

By Maria Elena Drew

Maria Elena Drew Director of Research for Responsible Investing

May 2022 / INTERNATIONAL EQUITIES

The Other E Word

The Other E Word

The Other E Word

By Randal Jenneke

Randal Jenneke Head of Australian Equities

May 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

May 2022 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Investors should focus on trends in the duration and diversity of a large-cap biopharma...

By Jeffrey Holford

Jeffrey Holford Pharmaceuticals Analyst, U.S. Equity Division

May 2022 / INVESTMENT INSIGHTS

Impact Investing in an era of change

Impact Investing in an era of change

Impact Investing in an era of change

Impact investing lives in a complex world of risk and opportunity—one of great change...

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

May 2022 / GLOBAL EQUITIES

Impact Investing: Why It Matters Now More Than Ever

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 Manager

May 2022 / INVESTMENT INSIGHTS

A Challenging Environment for Stocks and Bonds

A Challenging Environment for Stocks and Bonds

A Challenging Environment for Stocks and...

Rate hike expectations presented headwinds for both asset classes.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi.Asset Division

April 2022 / INVESTMENT INSIGHTS

Q&A With Justin Thomson

Q&A With Justin Thomson

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson CIO and Head of International Equity

April 2022 / MULTI-ASSET STRATEGY

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however

By Multiple Authors

By Multiple Authors

April 2022 / INVESTMENT INSIGHTS

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Responding to changing growth and inflation dynamics.

By Wenting Shen

Wenting Shen Portfolio Manager, Global Multi‑Asset Team

April 2022 / SEARCH FOR YIELD

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Understanding an asset’s growth and defensive qualities is key

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

April 2022 / ASSET ALLOCATION VIEWPOINT

Economic Risks Are Rising

Economic Risks Are Rising

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Tim Murray

Tim Murray Capital Markets Analyst

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent.

By Ken Orchard

Ken Orchard Portfolio Manager

April 2022 / MULTI-ASSET SOLUTIONS

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to...

Few have the scope to loosen policy if economic conditions worsen.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

Q1 2022 Show

March 2022 / POLICY INSIGHTS

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

Timing, scale, and targets of new spending are key considerations.

By Katie Deal

Katie Deal Washington Analyst U.S. Equity Division

March 2022 / INVESTMENT INSIGHTS

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

March 2022 / MARKET EVENTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

The latest developments add to Russia’s negative economic outlook.

By Benjamin Robins

Benjamin Robins Emerging Markets Debt Portfolio Specialist

March 2022 / INVESTMENT INSIGHTS

Meet Matthew Lawton

Meet Matthew Lawton

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager

March 2022 / INVESTMENT INSIGHTS

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / MULTI-ASSET STRATEGY

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Tim Murray

Tim Murray Capital Markets Analyst

March 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

3 key themes: Inflation, Interest Rates and Russia's invasion of Ukraine

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

March 2022 / MARKET EVENTS

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market...

Russia’s invasion of Ukraine has heightened market risk following an already volatile...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2022 / INVESTMENT INSIGHTS

Implications of the Removal of Russia From MSCI Indices

Implications of the Removal of Russia From MSCI Indices

Implications of the Removal of Russia From...

Russian shares to be removed from MSCI indices due to market accessibility issues

March 2022 / STRATEGY SPOTLIGHT

Navigating Extremes in 2022

Navigating Extremes in 2022

Navigating Extremes in 2022

Pandemic extremes continue, but Growth investors should look through the short-term...

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

March 2022 / STRATEGY SPOTLIGHT

Russia, Ukraine and Some Observations Amidst the Uncertainty

Russia, Ukraine and Some Observations Amidst the Uncertainty

Russia, Ukraine and Some Observations Amidst...

Our thoughts are with every individual impacted by the events unfolding in Ukraine.

By Laurence Taylor

Laurence Taylor Equity Portfolio Specialist

March 2022 / INVESTMENT INSIGHTS

The Great Unwind?

The Great Unwind?

The Great Unwind?

From The Desk February 2022

By Randal Jenneke

Randal Jenneke Head of Australian Equities

March 2022 / VIDEO

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Webinar Replay with Arif Husain, Head of International Fixed Income and CIO

By Multiple Authors

By Multiple Authors

February 2022 / VIDEO

Rob Sharps Macro Outlook

Rob Sharps Macro Outlook

Rob Sharps Macro Outlook

The Case for China and Investing in Chinese Securities

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

February 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Wild ride for global equity investors, but COVID distortions are beginning to normalize

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

February 2022 / VIDEO

Rob Sharps Macro Outlook

Rob Sharps Macro Outlook

Rob Sharps Macro Outlook

Market and Inflation Outlook

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

February 2022 / GLOBAL FIXED INCOME

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Global Fixed Income, Portfolio Specialist

February 2022 / GLOBAL FIXED INCOME

“Shoulda, Woulda, Coulda”

“Shoulda, Woulda, Coulda”

“Shoulda, Woulda, Coulda”

Adventures in global high yield

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

February 2022 / GLOBAL FIXED INCOME

Fixed Income 2022: Nowhere to Hide?

Fixed Income 2022: Nowhere to Hide?

Fixed Income 2022: Nowhere to Hide?

A fresh approach to fixed income investing in a year that could be potentially dominated...

By Arif Husain & Amanda Stitt

By Arif Husain & Amanda Stitt

February 2022 / ASSET ALLOCATION VIEWPOINT

What Pivot to Higher Rates May Mean for Stocks

What Pivot to Higher Rates May Mean for Stocks

What Pivot to Higher Rates May Mean for Stocks

Higher interest rates pose near-term challenges for stocks.

By Tim Murray

Tim Murray Capital Markets Strategist

February 2022 / MARKETS & ECONOMY

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into...

History shows that Fed hikes alone tend not to derail markets

By Multiple Authors

By Multiple Authors

February 2022 / INVESTMENT INSIGHTS

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matt Lawton

Matt Lawton Portfolio Manager

January 2022 / ECONOMICS

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

January 2022 / EMERGING MARKETS EQUITY

China Deleveraging: Domestic and Global Impacts

China Deleveraging: Domestic and Global Impacts

China Deleveraging: Domestic and Global Impacts...

A multi-year path to reducing financial risk & improving credit allocation.

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

January 2022 / ASSET ALLOCATION VIEWPOINT

Ten Key Insights From 2021

Ten Key Insights From 2021

Ten Key Insights From 2021

Despite splashy macroeconomic events, fundamentals still matter.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

Q4 2021 Show

December 2021 / ASSET ALLOCATION VIEWPOINT

Revisiting Inflation Concerns

Revisiting Inflation Concerns

Revisiting Inflation Concerns

Treasury inflation protected securities could mitigate inflation risk.

By Tim Murray

Tim Murray Capital Markets Analyst

December 2021 / FIXED INCOME

The Great Inflation Debate

The Great Inflation Debate

The Great Inflation Debate

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity

December 2021 / U.S. EQUITIES

Two Dominant Trends Changing Fintech Stocks

Two Dominant Trends Changing Fintech Stocks

Two Dominant Trends Changing Fintech Stocks

Two dominant trends we are seeing in the fintech space are the transition to digital...

By Jon Friar

Jon Friar Sector Portfolio Manager

December 2021 / GLOBAL MARKET OUTLOOK

Path to Global Sustainability

Path to Global Sustainability

Path to Global Sustainability

Investment in global supply chain, public infrastructure and renewable energy development...

By Sebastien Page, Justin Thomson & Mark Vaselkiv

By Sebastien Page, Justin Thomson & Mark Vaselkiv

December 2021 / MARKET OUTLOOK

Australia: 2022 Market Outlook

Australia: 2022 Market Outlook

Australia: 2022 Market Outlook

Transitioning from tailwinds to headwinds.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2021 / GLOBAL FIXED INCOME

Why Impact Investing Needs Public Debt Markets

Why Impact Investing Needs Public Debt Markets

Why Impact Investing Needs Public Debt Markets...

Their size and diversified nature can foster long-term change.

By Matthew Lawton

Matthew Lawton Portfolio Manager, Fixed Income

December 2021 / INTERNATIONAL EQUITIES

China Market Outlook 2022

China Market Outlook 2022

China Market Outlook 2022

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

November 2021 / GLOBAL FIXED INCOME

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

By Multiple Authors

November 2021 / VIDEO

COP26 Conference–Outcomes, Agreements, and Investment Implications

COP26 Conference–Outcomes, Agreements, and Investment Implications

COP26 Conference–Outcomes, Agreements, and...

With the COP26 Conference in Glasgow now concluded, we look at the key outcomes and...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

November 2021 / GLOBAL EQUITIES

Meet Peter Bates

Meet Peter Bates

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter Bates

Peter Bates Portfolio Manager

November 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: Supply Chain Issues, China and Federal Reserve...

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

November 2021 / MULTI-ASSET STRATEGY

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

November 2021 / STRATEGY SPOTLIGHT

Global Select Equity

Global Select Equity

Global Select Equity

T. Rowe Price Strategy Focus on Global Select Equity

By Peter Bates

Peter Bates Portfolio Manager

November 2021 / INVESTMENT INSIGHTS

Supply Bottlenecks May Be Peaking

Supply Bottlenecks May Be Peaking

Supply Bottlenecks May Be Peaking

Data suggest that supply chain issues may have stopped getting worse

By Tim Murray

Tim Murray Capital Markets Analyst

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

By Multiple Authors

November 2021 / MARKET OUTLOOK

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

October 2021 / BLOG

Volatility Looms as Support Is Withdrawn

Volatility Looms as Support Is Withdrawn

Volatility Looms as Support Is Withdrawn

The supportive business cycle will likely provide opportunities, however

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

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 Chief Executive Officer and President

October 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's engineered default, rates moving...

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

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

Q3 2021 Show

September 2021 / INVESTMENT INSIGHTS

Confronting the Challenges of Persistent Transitory Inflation

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 Stocks

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

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

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

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