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This Quarter (Q2 2023) Hide

June 2023 / INVESTMENT INSIGHTS

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

High yield bonds could offer an attractive risk/reward trade-off

By Tim Murray

Tim Murray Capital Markets Strategist, Multi-Asset Division

May 2023 / VIDEO

My Two Biggest Rules for Investing in Industrials

My Two Biggest Rules for Investing in Industrials

My Two Biggest Rules for Investing in Industrials

Industrials are sensitive to the business cycle, but supportive government policies...

By Melanie Rizzo, CFA

Melanie Rizzo, CFA Industrials Analyst, U.S. Equity Division

May 2023 / VIDEO

Stubborn Services Inflation Keeps Fed on Guard

Stubborn Services Inflation Keeps Fed on Guard

Stubborn Services Inflation Keeps Fed on...

We’ll need to see more evidence of a deceleration in services inflation to be confident...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

May 2023 / INVESTMENT INSIGHTS

Implications of the Debt Ceiling Showdown for Investors

Implications of the Debt Ceiling Showdown for Investors

Implications of the Debt Ceiling Showdown...

As the “x-date” approaches, our portfolio managers and experts are closely monitoring...

May 2023 / INVESTMENT INSIGHTS

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate...

With volatility likely to persist, an active approach remains critical

By Amanda Stitt

Amanda Stitt Portfolio Specialist

May 2023 / ASSET ALLOCATION

Is the Employment Picture Turning?

Is the Employment Picture Turning?

Is the Employment Picture Turning?

The U.S. labor market faces headwinds amid tighter credit conditions for small businesses...

By Tim Murray

Tim Murray Capital Markets Analyst

May 2023 / ASSET ALLOCATION

U.S. Labor Market Strength May Be Tenuous

U.S. Labor Market Strength May Be Tenuous

U.S. Labor Market Strength May Be Tenuous

Emerging signs of weakness could be headwinds for jobs.

By Tim Murray

Tim Murray Capital Markets Analyst

April 2023 / VIDEO

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned...

Many businesses in the health care sector can consistently grow revenue and earnings,...

By Mitchell Unger

Mitchell Unger Credit Analyst, Health Care Sector

April 2023 / INVESTMENT INSIGHTS

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

Calming banking jitters amid high inflation and slowing growth

By Christina Noonan, CFA

Christina Noonan, CFA Associate Portfolio Manager, Multi‑Asset Division

April 2023 / ESG

Impact Investing - Client Engagement Toolkit

Impact Investing - Client Engagement Toolkit

Impact Investing - Client Engagement Toolkit

I want the new Impact newsletter and Global Impact Client Engagement Toolkit, and...

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

Previous Quarter (Q1 2023) Hide

June 2023 / MULTI-ASSET INSIGHTS

Weekly Market Recap

Weekly Market Recap

Weekly Market Recap

Summary for the week ending on Friday, 2 June 2023

March 2023 / INVESTMENT INSIGHTS

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of...

Positioning across the style spectrum with a focus on individual stock picking.

By Peter Bates

Peter Bates Portfolio Manager, Global Select Equity Strategy

March 2023 / MARKETS & ECONOMY

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas...

My views on the economic and market implications of the banking turmoil

By Sebastien Page

Sebastien Page Head of Multi‑Asset and Chief Investment Officer

March 2023 / VIDEO

Recession Avoided?

Recession Avoided?

Recession Avoided?

Positive economic news in the near term could mean a more hawkish Fed, which would...

By Tim Murray

Tim Murray Capital Markets Strategist

March 2023 / ASSET ALLOCATION VIEWPOINT

A Recession May Be Delayed, Not Avoided

A Recession May Be Delayed, Not Avoided

A Recession May Be Delayed, Not Avoided

Near-term tailwinds could favor international markets

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

February 2023 / INVESTMENT INSIGHTS

Meet Peter Bates

Meet Peter Bates

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter Bates

Peter Bates Portfolio Manager, Global Select Equity Strategy

February 2023 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

An incredible January for global equities but further volatility expected

By Samuel P. Ruiz

Samuel P. Ruiz Equity Portfolio Specialist

February 2023 / FIXED INCOME

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Ongoing war continues to reverberate through the economy and energy markets.

By Razan Nasser & Peter Botoucharov

By Razan Nasser & Peter Botoucharov

February 2023 / INVESTMENT INSIGHTS

The Energy Crisis Is Only Just Beginning

The Energy Crisis Is Only Just Beginning

The Energy Crisis Is Only Just Beginning...

Next winter is where the real challenge lies.

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equity

February 2023 / INVESTMENT INSIGHTS

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Insights from the Multi-Asset engine room.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset and Chief Investment Officer

February 2023 / ASSET ALLOCATION VIEWPOINT

A Long-Awaited Reversal

A Long-Awaited Reversal

A Long-Awaited Reversal

U.S. equities trailed the rest of the world in 2022, and near-term tailwinds could...

By Tim Murray

Tim Murray Capital Markets Analyst

February 2023 / GLOBAL EQUITIES

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to...

Disinflationary forces point to a more benign environment.

By Laurence Taylor

Laurence Taylor Portfolio Specialist, Global Equities

February 2023 / MARKETS & ECONOMY

Fintechs: Evaluating the Threat to Emerging Markets Banks

Fintechs: Evaluating the Threat to Emerging Markets Banks

Fintechs: Evaluating the Threat to Emerging...

After a closer look at the emerging markets banking sector, we’ve concluded the success...

By Mariel Abreu

Mariel Abreu Credit Analyst, Emerging Markets Corporate Debt

February 2023 / INVESTMENT INSIGHTS

Divest or Engage To Meet Climate Commitments?

Divest or Engage To Meet Climate Commitments?

Divest or Engage To Meet Climate Commitments?

The Russia/Ukraine war and the recent energy supply squeeze have brought into sharp...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

January 2023 / INVESTMENT INSIGHTS

Five Key Insights From 2022

Five Key Insights From 2022

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi-Asset Division

January 2023 / VIDEO

Five Important Insights From 2022

Five Important Insights From 2022

Five Important Insights From 2022

The Fed is determined to fight inflation and yield is back, but socially oriented...

By Tim Murray

Tim Murray Capital Markets Strategist

January 2023 / INVESTMENT INSIGHTS

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S....

Our analysis shows the U.S. dollar is at risk of weakening.

By Multiple Authors

By Multiple Authors

Q4 2022 Show

December 2022 / INVESTMENT INSIGHTS

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Insights from the Multi-Asset engine room.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset and Chief Investment Officer

December 2022 / VIDEO

The 2023 Inflation Outlook

The 2023 Inflation Outlook

The 2023 Inflation Outlook

Easing inflation may slow or pause Fed hikes, but we believe a rate cut is unlikely...

By Tim Murray

Tim Murray CFA, Capital Markets Strategist

December 2022 / ASSET ALLOCATION VIEWPOINT

The 2023 Inflation Outlook

The 2023 Inflation Outlook

The 2023 Inflation Outlook

Interest rate cut is unlikely if inflation settles above Fed’s target

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

December 2022 / VIDEO

2023 Global Market Outlook Summary video

2023 Global Market Outlook Summary video

2023 Global Market Outlook Summary video

Ritu Vohora breaks down the 2023 Global Market Outlook in 2 mins.

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2022 / MARKET OUTLOOK

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Navigating an expected downturn in earnings.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2022 / VIDEO

2023 Global Market Outlook Webinar

2023 Global Market Outlook Webinar

2023 Global Market Outlook Webinar

With volatility ahead, agility can be a great source of opportunity.

By Multiple Authors

By Multiple Authors

December 2022 / INTERNATIONAL EQUITIES

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

“What should be” versus “What is likely to happen”

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2022 / INTERNATIONAL EQUITIES

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

Divergent policy, relative to other major markets, has broad implications

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2022 / GLOBAL MARKET OUTLOOK

An Economic Balancing Act

An Economic Balancing Act

An Economic Balancing Act

Aggressive rate hikes are slowing economic growth. But a deep downturn across the...

By Andrew McCormick, Sebastien Page & Justin Thomson

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / GLOBAL MARKET OUTLOOK

Leaning Against the Wind

Leaning Against the Wind

Leaning Against the Wind

In the face of challenging headwinds, a careful contrarian approach could offer potential...

By Andrew McCormick, Sebastien Page & Justin Thomson

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / GLOBAL MARKET OUTLOOK

The Return of Yield

The Return of Yield

The Return of Yield

Yields are appealing in select markets and buying opportunities exist, but investors...

By Andrew McCormick, Sebastien Page & Justin Thomson

By Andrew McCormick, Sebastien Page & Justin Thomson

November 2022 / INVESTMENT INSIGHTS

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

Beyond gender: Diversity through a multidimensional lens.

By Jocelyn Brown

Jocelyn Brown Head of Governance, EMEA and APAC

November 2022 / VIDEO

Forecasting Oil Prices: Six Vital Indicators

Forecasting Oil Prices: Six Vital Indicators

Forecasting Oil Prices: Six Vital Indicators

We examine short-term oil data that are part of the price cycle and longer-term signals...

By Elliot Shue, CFA

Elliot Shue, CFA Corporate Credit Analyst, Energy and Commodities Industries

November 2022 / VIDEO

Waiting on the Fed?

Waiting on the Fed?

Waiting on the Fed?

We believe a constructive economic outlook, in addition to a Fed pivot, would likely...

By Tim Murray

Tim Murray CFA, Capital Markets Strategist

November 2022 / U.S. EQUITIES

The Rise of Streaming Video Won’t Lift All Boats

The Rise of Streaming Video Won’t Lift All Boats

The Rise of Streaming Video Won’t Lift All...

The streaming revolution is forcing legacy media companies to play catch-up. Passing...

By Daniel Shear

Daniel Shear Investment Analyst

November 2022 / ASSET ALLOCATION VIEWPOINT

Markets May Need More Than a Fed Pivot to Cure Woes

Markets May Need More Than a Fed Pivot to Cure Woes

Markets May Need More Than a Fed Pivot to...

For sustained gains, markets need a Fed pivot and positive outlook.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

October 2022 / INVESTMENT INSIGHTS

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities...

The U.S. equity landscape is changing as key characteristics retreat from extremes.

By Josh Nelson

Josh Nelson T. Rowe Price Head of U.S. Equity

October 2022 / INVESTMENT INSIGHTS

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising...

Four key factors set to shape the outlook for digital advertising.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, T. Rowe Price US Large Cap Growth Equity Strategy

October 2022 / ASSET ALLOCATION VIEWPOINT

Outlook May Favour High Yield Bonds Over Equities

Outlook May Favour High Yield Bonds Over Equities

Outlook May Favour High Yield Bonds Over...

High yield bonds could offer a yield advantage relative to equities

By Tim Murray

Tim Murray Capital Markets Analyst

Q3 2022 Show

October 2022 / INVESTMENT INSIGHTS

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate...

How the T. Rowe Price Dynamic Global Bond Fund may help during this challenging environmen...

By Arif Husain

Arif Husain CIO, Head of International Fixed Income, Lead Portfolio Manager, T. Rowe Price Dynamic Global Bond Fund

September 2022 / INVESTMENT INSIGHTS

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

Josh Nelson T. Rowe Price Head of U.S. Equity

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 / 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 / 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 / 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

Q2 2022 Show

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 / 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