Thinking | T. Rowe Price

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This Quarter (Q2 2023) Hide

June 2023 / INVESTMENT INSIGHTS

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

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...

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

Raising the Debt Ceiling Could Pressure Bank Funding

Raising the Debt Ceiling Could Pressure Bank...

But cash squeeze may force the Fed to halt quantitative tightening.

By Adam Marden & Pranay Subedi

May 2023 / GLOBAL IMPACT

Global Impact Equity Investing Roadshow with Hari Balkrishna

Global Impact Equity Investing Roadshow with...

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

May 2023 / INVESTMENT INSIGHTS

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

Volatility Brings Opportunity in Fixed Income

Rates offer alpha opportunities, dollar at risk of depreciation.

By Arif Husain, Scott Solomon & Quentin Fitzsimmons

May 2023 / INVESTMENT INSIGHTS

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?

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

Emerging signs of weakness could be headwinds for jobs.

By Tim Murray

Tim Murray Capital Markets Analyst

May 2023 / FIXED INCOME

Rates Volatility to Continue as Economic Outlook Evolves

Rates Volatility to Continue as Economic...

We expect a relatively mild U.S. recession, not a steep downturn

By Andrew McCormick

Andrew McCormick Head of Fixed Income

May 2023 / BLOG

Three Themes Investors Should Watch in U.S.-China Relations

Three Themes Investors Should Watch in U.S.-China...

Competition between these powers creates risk and opportunity

By Michael Pinkerton

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

May 2023 / VIDEO

Quarterly Australian Equity Market Outlook - April 2023

Quarterly Australian Equity Market Outlook...

By Randal Jenneke

Randal Jenneke Head of Australian Equities

April 2023 / VIDEO

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 / VIDEO

Peter Bates Introduction to style balanced investing

Peter Bates Introduction to style balanced...

By Peter Bates

Peter Bates Portfolio Manager

April 2023 / GLOBAL FIXED INCOME

What Is Next for the AT1 Bond Market?

Credit Suisse write-down does not spell the end of this market.

By Rob Thomas & Bineesha Wickremarachchi

April 2023 / INVESTMENT INSIGHTS

Fostering Change With Impact Investing

Pursuing social and environmental impact alongside financial returns

By Hari Balkrishna, Matt Lawton & David Rowlett

April 2023 / INVESTMENT INSIGHTS

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 / GLOBAL FIXED INCOME

It's US, It's Europe, It's EM… It's The Vibe

It's US, It's Europe, It's EM… It's The Vibe...

An introduction to high yield investing (webinar replay)

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

April 2023 / ESG

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

March 2023 / INVESTMENT INSIGHTS

Global Impact Equity Strategy Focus

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

Previous Quarter (Q1 2023) Hide

June 2023 / MULTI-ASSET INSIGHTS

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...

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

China's Reopening: Implications and Impact

Brisk reopening brings quicker consumption response.

By Carolyn Chu & Chris Kushlis

March 2023 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Markets React to US Bank Crisis

By Samuel P. Ruiz

Samuel P. Ruiz Equity Portfolio Specialist

March 2023 / INVESTMENT INSIGHTS

How Climate and Biodiversity Considerations Are Driving Credit Risk

How Climate and Biodiversity Considerations...

Role for investment industry in creating innovative financing solutions

By Tongai Kunorubwe & Penny Avraam

March 2023 / MARKETS & ECONOMY

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 / INVESTMENT INSIGHTS

When Markets Twist and Turn, Flex Your Fixed Income

When Markets Twist and Turn, Flex Your Fixed...

Five bond strategies to help investors navigate evolving markets.

March 2023 / INVESTMENT INSIGHTS

U.S. Banks: Should Investors Withdraw Their Concerns?

U.S. Banks: Should Investors Withdraw Their...

The recent failures of two regional banks stemmed from different causes than the...

By Christopher T. Fortune, Joseph Mlinac & Stephon Jackson

March 2023 / INVESTMENT INSIGHTS

Bank Contagion Appears Limited, but Failures Create Key Risks

Bank Contagion Appears Limited, but Failures...

Heightened liquidity constraints and disruption require deft investing touch

By Matt Snowling & David DiPietro

March 2023 / VIDEO

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

Near-term tailwinds could favor international markets

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

March 2023 / VIDEO

Labor Market Resilience Suggests Recession Is Not Imminent

Labor Market Resilience Suggests Recession...

Growth accelerated in late 2022, and data released so far in 2023 solidify the case...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

February 2023 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolutions—2022

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case-by-case insights were...

By Donna Anderson & Jocelyn Brown

February 2023 / INVESTMENT INSIGHTS

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

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

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

By Razan Nasser & Peter Botoucharov

February 2023 / VIDEO

What Investors Need to Know About the U.S. Debt Ceiling

What Investors Need to Know About the U.S....

The impasse over raising the debt ceiling may roil markets

By Michael Pinkerton

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

February 2023 / INVESTMENT INSIGHTS

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 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

How ESG and Value Investing Can Go Hand in Hand

How ESG and Value Investing Can Go Hand in...

ESG integration can be an essential component to unlocking value.

By Véronique Chapplow, Sebastien Mallet & Ernest Yeung

February 2023 / INVESTMENT INSIGHTS

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 / VIDEO

Quarterly Australian Equity Market Outlook - January 2023

Quarterly Australian Equity Market Outlook...

Will earnings be the dominant driver for Australian Equities in 2023?

By Randal Jenneke

Randal Jenneke Head of Australian Equities

February 2023 / INVESTMENT INSIGHTS

The Mild Winter Will Delay Europe’s Recession, Not Prevent It

The Mild Winter Will Delay Europe’s Recession,...

Other risks will likely weigh on the Continent later this year.

By Tomasz Wieladek

Tomasz Wieladek Chief European Economist

February 2023 / ASSET ALLOCATION VIEWPOINT

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...

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...

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?

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

Uncertainty persists, but yield is back and fundamentals matter.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi-Asset Division

January 2023 / INVESTMENT INSIGHTS

The Active Advantage in High Yield

Active approach allows security selection and nimble positioning.

By Kevin Loome & Ashley Wiersma

January 2023 / INVESTMENT INSIGHTS

The Case for a Dedicated China Allocation within EM

The Case for a Dedicated China Allocation...

In China, change is the only constant.

By Thomas Poullaouec, Robert Secker & Nathan Wang

January 2023 / INVESTMENT INSIGHTS

The Eurozone’s Recession Will Likely Be Deeper Than Expected

The Eurozone’s Recession Will Likely Be Deeper...

The European Central Bank may have to cease hiking earlier than planned.

By Tomasz Wieladek

Tomasz Wieladek Chief European Economist

January 2023 / VIDEO

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....

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

By Multiple Authors

Q4 2022 Show

December 2022 / INVESTMENT INSIGHTS

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

Global Equity Markets Update with Sam Ruiz

An incredible month for global equities but we remain cautious

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

December 2022 / VIDEO

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

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

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

Navigating an expected downturn in earnings.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2022 / GLOBAL MARKET OUTLOOK

The Need for Agility

A time to be selectively contrarian

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / VIDEO

2023 Global Market Outlook Webinar

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

By Multiple Authors

December 2022 / MARKETS & ECONOMY

Do Not Underestimate the Impact of Quantitative Tightening

Do Not Underestimate the Impact of Quantitative...

It may affect economies more than central banks assume.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price Chief European Economist

December 2022 / INTERNATIONAL EQUITIES

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

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

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

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / GLOBAL MARKET OUTLOOK

Leaning Against the Wind

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

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / GLOBAL MARKET OUTLOOK

The Return of Yield

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

By Andrew McCormick, Sebastien Page & Justin Thomson

December 2022 / GLOBAL MARKET OUTLOOK

Deglobalization in a Connected World

We are seeing a shift in the global economy that could shape the investment landscape...

By Andrew McCormick, Sebastien Page & Justin Thomson

November 2022 / INVESTMENT INSIGHTS

Key Issues for Congress Unchanged, Despite Election Uncertainty

Key Issues for Congress Unchanged, Despite...

Investors should focus on fundamentals, not politics.

By Michael Pinkerton, Blerina Uruçi & Eric Veiel

November 2022 / INVESTMENT INSIGHTS

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

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 / INVESTMENT INSIGHTS

Strong Growth Now May Not Mitigate a Recession Next Year

Strong Growth Now May Not Mitigate a Recession...

Central bankers may have to rethink this key assumption.

By Tomasz Wieladek & Aadish Kumar

November 2022 / VIDEO

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 / EMERGING MARKETS

Sovereign Analysis Amid the Perils of War

Amid the tragedy of war on people and communities, what are the geopolitical ramifications...

By Razan Nasser, Peter Botoucharov & Benjamin Robins

November 2022 / INVESTMENT INSIGHTS

Global High Yield—Managing Through Volatile Markets

Global High Yield—Managing Through Volatile...

Fundamental research is imperative as macro headwinds rise.

By Michael Della Vedova & Stephen Marsh

November 2022 / U.S. EQUITIES

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...

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

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

November 2022 / INVESTMENT INSIGHTS

Australian Housing: Boom and Bust

From The Desk - October 2022

By Randal Jenneke

Randal Jenneke Head of Australian Equities

November 2022 / VIDEO

China—The Interplay of Policy, Growth, and Geopolitics

China—The Interplay of Policy, Growth, and...

How a slowing domestic economy, more restricted market access, and rising geopolitical...

By Chris Kushlis & Benjamin Robins

October 2022 / INVESTMENT INSIGHTS

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...

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 / VIDEO

Global Equity Markets Update with Sam Ruiz

A challenging month for global equities

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

October 2022 / INVESTMENT INSIGHTS

Inflationary Forces Set to Overpower Disinflationary Trends

Inflationary Forces Set to Overpower Disinflationa...

The post-GFC environment of low rates appears to be over.

By Christopher Faulkner-MacDonagh, Alexander Obaza & Blerina Uruçi

October 2022 / MARKETS & ECONOMY

The Storm in Financial Markets Is Not Over Yet

The Storm in Financial Markets Is Not Over...

Inflationary pressures may be receding, however.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2022 / INVESTMENT INSIGHTS

The Case for a Strategic Allocation to High Yield Bonds

The Case for a Strategic Allocation to High...

Hybrid characteristics provide attractive risk/reward profile

By Kevin Loome & Ashley Wiersma

October 2022 / VIDEO

Quarterly Australian Equity Market Outlook - September 2022

Quarterly Australian Equity Market Outlook...

Inflation, interest rates & earnings dominate headlines

By Randal Jenneke

Randal Jenneke Head of Australian Equities

October 2022 / VIDEO

Midterm Election Preview: What Investors Need to Know

Midterm Election Preview: What Investors...

Regardless of the election’s outcome, federal agencies will be an important tool...

By Michael Pinkerton

Michael Pinkerton Associate Analyst

October 2022 / INVESTMENT INSIGHTS

T. Rowe Price Global Impact Equity Fund Case Study: Trex

T. Rowe Price Global Impact Equity Fund Case...

Nurturing Circular Economies

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

October 2022 / INVESTMENT INSIGHTS

T. Rowe Price Global Impact Equity Fund Case Study: Intuit

T. Rowe Price Global Impact Equity Fund Case...

Enabling Social Equity

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

October 2022 / ASSET ALLOCATION VIEWPOINT

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

October 2022 / INVESTMENT INSIGHTS

T. Rowe Price Global Impact Equity Fund Case Study: Mueller Water Products...

T. Rowe Price Global Impact Equity Fund Case...

Promoting Healthy Ecosystems

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

October 2022 / INVESTMENT INSIGHTS

T. Rowe Price Global Impact Equity Fund Case Study: NextEra Energy

T. Rowe Price Global Impact Equity Fund Case...

Reducing Greenhouse Gases (GHGs)

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

Q3 2022 Show

October 2022 / INVESTMENT INSIGHTS

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

October 2022 / INVESTMENT INSIGHTS

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...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

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

September 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Rates, Inflation, Housing Prices

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

September 2022 / INVESTMENT INSIGHTS

Semiconductor Subsidies Signal Shift in U.S. Industrial Policy

Semiconductor Subsidies Signal Shift in U.S....

Focus on shoring up key supply chains likely has legs.

By Michael Pinkerton

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

September 2022 / INVESTMENT INSIGHTS

Adjusting Asset Allocation for ESG Preferences

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

September 2022 / VIDEO

Shining a Spotlight on Emerging Markets Investing

Latin America’s Swing to the Left

By Aaron Gifford & Benjamin Robins

September 2022 / VIDEO

Shining a Spotlight on Emerging Markets Investing

Sustainable Investing in Developing Countries

By Samy Muaddi & Benjamin Robins

September 2022 / INVESTMENT INSIGHTS

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

September 2022 / VIDEO

The Case of Dynamic Global Bond

By Amanda Stitt

Amanda Stitt Portfolio Specialist, Fixed Income

September 2022 / INVESTMENT INSIGHTS

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

Contrarian Investing During a Sell-Off: An Update

Contrarian Investing During a Sell-Off: An...

High inflation and rising rates complicate the analysis.

By Megumi Chen, Sebastien Page & Som Priestley

September 2022 / INVESTMENT INSIGHTS

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

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

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

By Ken Orchard

Ken Orchard Portfolio Manager, Fixed Income Division

August 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Investors remain focused on rate impacts and potential recessions.

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2022 / INVESTMENT INSIGHTS

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...

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

High Yield Bonds Appear Well Positioned for a Recession

High Yield Bonds Appear Well Positioned for...

The sector is in better health than prior to previous downturns.

By Michael Della Vedova & Stephen Marsh

August 2022 / INVESTMENT INSIGHTS

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...

Attractive stock prices are based on optimistic earnings estimates.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

August 2022 / INVESTMENT INSIGHTS

Attractive Income Bolsters High Yield Bonds

Recent downturn may also offer price appreciation opportunities.

By Kevin Loome & Ashley Wiersma

July 2022 / INVESTMENT INSIGHTS

Prices And Parallels To The Past – From The Desk June 2022

Prices And Parallels To The Past – From The...

By Randal Jenneke

Randal Jenneke Head of Australian Equities

July 2022 / VIDEO

Clean Energy Transition Should Be a Tailwind for Utilities

Clean Energy Transition Should Be a Tailwind...

The clean energy transition should be a long-term tailwind for utility stocks.

By Vineet Khanna

Vineet Khanna Investment Analyst

July 2022 / VIDEO

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...

Steering through complex dynamics within global equities

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2022 / INVESTMENT INSIGHTS

Will Signs of Peak Inflation Bring About a Turnaround in “Growth” Stocks?

Will Signs of Peak Inflation Bring About...

Headwinds diminishing and valuations now more attractive.

By Laurence Taylor

Laurence Taylor Portfolio Specialist, Global Equities

July 2022 / INVESTMENT INSIGHTS

Economic Headwinds Are Proving Stronger Than Expected

Economic Headwinds Are Proving Stronger Than...

The challenges facing the global economy will not abate soon.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2022 / ASSET ALLOCATION VIEWPOINT

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

Are You Positioned on the Right Side of Change in China?

Are You Positioned on the Right Side of Change...

China is a fast-evolving market, in contrast to developed world markets

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / INVESTMENT INSIGHTS

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

Mainstream indices are a poor reference point for investors in China

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / VIDEO

Consumers Are Financially Strong, But Inflation Looms

Consumers Are Financially Strong, But Inflation...

Government stimulus and a robust labor market have resulted in strong consumer balance...

By Pranay Subedi

Pranay Subedi Credit Analyst

July 2022 / INVESTMENT INSIGHTS

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....

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...

Generating positive returns in tougher conditions requires new thinking

June 2022 / INVESTMENT INSIGHTS

Finding Opportunity in Private Investments

T. Rowe Price’s place in the ecosystem of innovative growth companies.

By Eric Veiel & David DiPietro

June 2022 / VIDEO

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

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

2022 Midyear Market Outlook

Adjusting to an uncertain future

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Managing Through Geopolitical Risks

Geopolitics will continue to be a key focus for investors in the second half, reinforcing...

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / ESG

ESG Integration in Action—Circular Economies

How a circular model could support economic and population growth.

By Maria Elena Drew & Donna Anderson

June 2022 / MARKET OUTLOOK

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

June 2022 / MARKET OUTLOOK

Fundamentals Matter

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

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Navigating Challenging Currents

How can investors respond to the risks of recession in Europe and the US and a further...

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / INVESTMENT INSIGHTS

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

Global economies are weighed down by notable headwinds.

By Tim Murray

Tim Murray Capital Markets Analyst

June 2022 / INVESTMENT INSIGHTS

Why We Have Become More Favorable on Duration

Why We Have Become More Favorable on Duration...

Key indicators suggest that yields have peaked.

By Andrew McCormick & Stephen Bartolini

June 2022 / INVESTMENT INSIGHTS

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?

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

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

Active Large-Cap Managers Could Be Poised to Outperform

Active Large-Cap Managers Could Be Poised...

A narrow U.S. market potentially sets stage for excess returns.

By Eric Veiel

Eric Veiel Head of Global Equity

May 2022 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

PULSe Indicator Spikes Again in Q1 2022

Amid geopolitical and pandemic concerns.

By Thomas Poullaouec, Nathan Wang & David Clewell

May 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Investors remain focused on inflation and the risks of recession

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

May 2022 / INTERNATIONAL EQUITIES

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...

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

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 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 / VIDEO

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges...

Labor demand has considerably outpaced supply, but the job market tightness can ease...

By Blerina Uruçi

Blerina Uruçi US Economist

May 2022 / GLOBAL EQUITIES

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 / VIDEO

What a Rough Quarter for Bonds Means for Asset Allocators

What a Rough Quarter for Bonds Means for...

The bond market had a rough start to 2022, but Treasuries could be defensive in a...

By Sebastien Page & Tim Murray

May 2022 / INVESTMENT INSIGHTS

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

May 2022 / INVESTMENT INSIGHTS

No, We Are Not About to Return to 1970s-Style Inflation

No, We Are Not About to Return to 1970s-Style...

Today’s central banks are willing and able to tackle the problem.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

May 2022 / INVESTMENT INSIGHTS

Not All Currencies Are Made Equal, So Don’t Treat Them as Such

Not All Currencies Are Made Equal, So Don’t...

Selective currency hedging may boost yields and add stability.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

May 2022 / VIDEO

Quarterly Australian Equity Market Outlook - March 2022

Quarterly Australian Equity Market Outlook...

By Randal Jenneke

Randal Jenneke Head of Australian Equities

May 2022 / MARKETS & ECONOMY

The Russia-Ukraine War Will Bring Europe to the Brink of Recession

The Russia-Ukraine War Will Bring Europe...

Mitigating factors may still prevent it, however

By Tomasz Wieladek

Tomasz Wieladek International Economist

April 2022 / INVESTMENT INSIGHTS

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

History suggests it may not be imminent, however

By Multiple Authors

April 2022 / INVESTMENT INSIGHTS

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 / MULTI-ASSET STRATEGY

Volatility Spikes May Not Be Good Sell Signals

Better for investors to stay calm in times of market turbulence

By Nathan Wang & Thomas Poullaouec

April 2022 / SEARCH FOR YIELD

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 / VIDEO

Global Equity Markets Update with Sam Ruiz

3 key themes: Inflation, The Fed and Covid

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

April 2022 / ASSET ALLOCATION VIEWPOINT

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

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be...

Recession in U.S. appears unlikely amid reopening economy.

By Sebastien Page & Cesare Buiatti

April 2022 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

Shorter durations, higher yields could provide a buffer as rates rise.

By Kevin Loome & Ashley Wiersma

April 2022 / MULTI-ASSET SOLUTIONS

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

April 2022 / INVESTMENT INSIGHTS

Investing Globally May Boost Yields as Rates Rise

Investing Globally May Boost Yields as Rates...

Home bias could mean key opportunities are missed.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist