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This Quarter (Q4 2021) Hide

October 2021 / FIXED INCOME

Rich Valuations Balance Healthy Credit in...

Rich Valuations Balance Healthy Credit in Global High Yield

Rich Valuations Balance Healthy Credit in...

Credit analysis can expose value even amid tight credit spreads.

By Michael Connelly

Michael Connelly Portfolio Manager

October 2021 / INVESTMENT INSIGHTS

Why There’s More to China than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Irmak Surenkok & Robert Secker

October 2021 / MARKET OUTLOOK

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors

By Robert W. Sharps

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

October 2021 / INVESTMENT INSIGHTS

Rising Inflation Risk and How to Address...

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Whether temporary or not, price rises cannot be ignored.

By Yoram Lustig & Michael Walsh

October 2021 / MARKETS & ECONOMY

Banks Set to Play Critical Role in Climate...

Banks Set to Play Critical Role in Climate Change Fight

Banks Set to Play Critical Role in Climate...

Transition to a low-carbon economy brings lending risks and opportunities

By Maria Elena Drew & Joseph Baldwin

October 2021 / INVESTMENT INSIGHTS

Maintaining a Cautious Approach

Negative economic surprises could cause volatility.

By Tim Murray

Tim Murray Capital Markets Analyst

October 2021 / POLICY INSIGHTS

Legislation Supporting Clean Energy Would...

Legislation Supporting Clean Energy Would Impact Key Sectors

Legislation Supporting Clean Energy Would...

Modernizing the electric grid is key for scaling up renewable power

By Katie Deal

Katie Deal Investment Analyst

Previous Quarter (Q3 2021) Hide

September 2021 / INVESTMENT INSIGHTS

Confronting the Challenges of Persistent...

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent...

How to position against potential inflation risks in fixed income.

By Multiple Authors

September 2021 / INVESTMENT INSIGHTS

Innovations in Sustainability Are Reshaping...

Innovations in Sustainability Are Reshaping the Future of Plastic

Innovations in Sustainability Are Reshaping...

Balancing health and environmental concerns with the material’s utility

By Maria Elena Drew & Natalie McGowen

September 2021 / VIDEO

The Three Drivers of Innovation in Biotech...

The Three Drivers of Innovation in Biotech Stocks

The Three Drivers of Innovation in Biotech...

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

By John Hall

John Hall Investment Analyst

September 2021 / MARKETS & ECONOMY

UK Turns to Bold Post-Brexit Reforms to Boost...

UK Turns to Bold Post-Brexit Reforms to Boost Economy

UK Turns to Bold Post-Brexit Reforms to Boost...

Freedom to set finance and immigration policies may spur growth

By Quentin Fitzsimmons & Tomasz Wieladek

September 2021 / MULTI-ASSET SOLUTIONS

Looming Lower Returns Demand Creative Multi-As...

Looming Lower Returns Demand Creative Multi-Asset Response

Looming Lower Returns Demand Creative Multi-Asset...

Active management and a broad toolkit may be necessary

By Yoram Lustig, Michael Walsh & Niklas Jeschke

September 2021 / INVESTMENT INSIGHTS

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

September 2021 / INVESTMENT INSIGHTS

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

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

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

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

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2021 / INVESTMENT INSIGHTS

Should Rising Inflation Be a Concern?

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

By Tim Murray

Tim Murray Capital Markets Analyst

September 2021 / MARKETS & ECONOMY

The Return of Volatility May Signal a Buying...

The Return of Volatility May Signal a Buying Opportunity, Not a Bear Market

The Return of Volatility May Signal a Buying...

Why fluctuating asset prices need not cause alarm

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

September 2021 / VIDEO

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

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

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2021 / VIDEO

Ausbiz interview: Seeking China sell-off...

Ausbiz interview: Seeking China sell-off opportunities

Ausbiz interview: Seeking China sell-off...

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2021 / ESG

Aligning our Impact Investment to the UN...

Aligning our Impact Investment to the UN Sustainable Development Goals (UN SDGs)

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

August 2021 / MARKETS & ECONOMY

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

How 2021 Is Shaping as an Epic Year for Climate Regulation

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

Momentum on emissions targets builds ahead of COP26 conference

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Sentiment and Economic Uncert...

PULSe Indicator: Sentiment and Economic Uncertainty Rule in Q2

PULSe Indicator: Sentiment and Economic Uncertaint...

Inflation and central banks dominate markets, outweigh new coronavirus variants.

By Thomas Poullaouec & Nathan Wang

August 2021 / POLICY INSIGHTS

Biden Signals Government-Wide Push to Promote...

Biden Signals Government-Wide Push to Promote Competition

Biden Signals Government-Wide Push to Promote...

But changing rules and laws isn’t easy and would take time

By Katie Deal

Katie Deal Investment Analyst

August 2021 / MARKETS & ECONOMY

How Digital Currencies Add Policy Potency...

How Digital Currencies Add Policy Potency for Emerging Markets

How Digital Currencies Add Policy Potency...

More monetary policy control as rate decisions have a broader impact

By Tomasz Wieladek & Aadish Kumar

August 2021 / MARKETS & ECONOMY

China Regulation—Opportunity May Lie in the...

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

China Regulation—Opportunity May Lie in the...

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

By Multiple Authors

July 2021 / MARKETS & ECONOMY

Central Bank Digital Currencies May Bring...

Central Bank Digital Currencies May Bring “Helicopter Money” Closer

Central Bank Digital Currencies May Bring...

More efficient money transfers will likely bring down rates

By Tomasz Wieladek & Aadish Kumar

July 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

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 / INVESTMENT INSIGHTS

How Weighing ESG Risks Adds an Edge in EM...

How Weighing ESG Risks Adds an Edge in EM Corporates

Integrating ESG factors has the potential to provide a research edge

By Samy Muaddi

Samy Muaddi Portfolio Manager

July 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Aligning to Global ESG Frameworks

July 2021 / INVESTMENT INSIGHTS

Sustainability drives success in a post-corona...

Sustainability drives success in a post-coronavirus world

Sustainability drives success in a post-coronaviru...

By Scott Berg

Scott Berg Portfolio Manager

July 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

How stronger incentives are changing ESG...

How stronger incentives are changing ESG behavior in Fixed Income

How stronger incentives are changing ESG...

How stronger incentives are changing ESG behavior

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

July 2021 / VIDEO

What does a change in market leadership mean...

What does a change in market leadership mean for Australian Equities?

What does a change in market leadership mean...

By Randal Jenneke

Randal Jenneke Head of Australian Equities

July 2021 / MULTI-ASSET SOLUTIONS

How Far Are We in This Value Rotation?

A quantitative perspective

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies and Distributed Ledgers...

Cryptocurrencies and Distributed Ledgers May Transform Capital Markets

Cryptocurrencies and Distributed Ledgers...

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sebastien Page

July 2021 / MARKETS & ECONOMY

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

Stock returns may be subdued, as key performance drivers peak

By Tim Murray

Tim Murray Capital Markets Analyst

July 2021 / INVESTMENT INSIGHTS

Complex market calls for active stock picking

By Scott Berg

Scott Berg Portfolio Manager

July 2021 / VIDEO

Global Equity Update with Sam Ruiz

A range of possible market outcomes.

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

Q2 2021 Show

June 2021 / MARKETS & ECONOMY

The Challenge of Rising Inflation

By Tim Murray

Tim Murray Capital Markets Analyst

June 2021 / MARKETS & ECONOMY

The Eurozone Faces an Inflation Roller Coaster

Prices will likely slow next year—before picking up again

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

June 2021 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

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

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

June 2021 / MIDYEAR MARKET OUTLOOK

Positioning for a New Economic Landscape

Recovery is on track, but inflation pressures create risks.

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

June 2021 / INVESTMENT INSIGHTS

Surging Home Prices May Lead to Rate Hikes

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Increased issuance means more buy-side diligence is needed

By Matthew Lawton

Matthew Lawton Sector Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

The Imminent Peak in Growth Does Not Spell...

The Imminent Peak in Growth Does Not Spell Doom and Gloom

The Imminent Peak in Growth Does Not Spell...

It is likely to remain above the potential rate for a while

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / MIDYEAR MARKET OUTLOOK

Australia in the “Living With Covid” Era

Benefiting from global reflation.

By Randal Jenneke

Randal Jenneke Head of Australian Equity at T. Rowe Price

June 2021 / INVESTMENT INSIGHTS

Are Tight Credit Valuations Justified?

Positive tailwinds are providing support, but caution is advised

By Multiple Authors

May 2021 / INVESTMENT INSIGHTS

Why Central Bank Digital Currencies Will...

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will...

CBDCs should boost financial inclusion and improve efficiency.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

May 2021 / INVESTMENT INSIGHTS

Duration Hideouts Offer Opportunities as...

Duration Hideouts Offer Opportunities as Bond Sell-Off Continues

Duration Hideouts Offer Opportunities as...

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

By Arif Husain

Arif Husain Head of International Fixed Income

May 2021 / PODCAST

COVID-19 Vaccinations and the Implications...

COVID-19 Vaccinations and the Implications for Emerging Markets

COVID-19 Vaccinations and the Implications...

The vaccine roll out across emerging markets is a critical question.

By Benjamin Robins

Benjamin Robins Portfolio Specialist

May 2021 / INVESTMENT INSIGHTS

Lessons Learned: Repeat of Taper Tantrum...

Lessons Learned: Repeat of Taper Tantrum Unlikely

Lessons Learned: Repeat of Taper Tantrum...

The Fed may announce first asset tapering steps this summer.

By Alan Levenson

Alan Levenson Chief Economist

May 2021 / INVESTMENT INSIGHTS

What’s Next for China’s Geopolitical Relations...

What’s Next for China’s Geopolitical Relations?

Tensions remain elevated, but expect a return to more multilateral negotiations

By Katie Deal & Chris Kushlis

May 2021 / INVESTMENT INSIGHTS

Emerging Markets Should Largely Keep Pace...

Emerging Markets Should Largely Keep Pace With U.S. Rebound

Emerging Markets Should Largely Keep Pace...

Yield curves may steepen as growth recovers

By Chris Kushlis

Chris Kushlis Credit Analyst

May 2021 / BLOG

In First 100 Days, Biden Maps Big Changes...

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes...

Expect tax hikes to fund infrastructure upgrades and innovation

By Katie Deal

Katie Deal Investment Analyst

May 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Deal

Katie Deal Investment Analyst

May 2021 / VIDEO

Global Equity Update with Sam Ruiz

Will we actually see a synchronised global recovery?

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

April 2021 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More...

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

April 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Diversity, Equity, and Inclusion in the Spotli...

Diversity, Equity, and Inclusion in the Spotlight

From tragedy comes unity and a commitment to improve

By Donna Anderson & Maria Elena Drew

April 2021 / VIDEO

Are Rising Rates Good or Bad for Stocks?

Rising rates could present a dilemma for stock investors

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

April 2021 / INVESTMENT INSIGHTS

High Yield Debt Can Boost Income And Return...

High Yield Debt Can Boost Income And Return Potential Amid Low Yields

High Yield Debt Can Boost Income And Return...

Downside risk management is crucial

By Multiple Authors

April 2021 / VIDEO

Global Equity Update with Sam Ruiz

Uncertainty about the recovery

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

April 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Stability on the Surface,...

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface,...

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

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

April 2021 / MULTI-ASSET STRATEGY

Inflation Likely to Accelerate: A Non-consensu...

Inflation Likely to Accelerate: A Non-consensus View

Inflation Likely to Accelerate: A Non-consensus...

Aggressive stimulus and labor market tightening mean higher inflation risk

By Richard Coghlan & Christopher Faulkner-MacDonagh

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investor...

Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors...

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

By Justin Thomson

Justin Thomson Head of International Equity

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investin...

Why ESG Factors Matter in Asia Credit Investing

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

By Sheldon Chan

Sheldon Chan Portfolio Manager

April 2021 / MARKETS & ECONOMY

Leveraging a Diversity of Perspectives on...

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on...

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

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

March 2021 / VIDEO

Quarterly Australian Equity Market Outlook

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

By Randal Jenneke

Randal Jenneke Head of Australian Equities

Q1 2021 Show

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue

By Arif Husain

Arif Husain Head of International Fixed Income

March 2021 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned...

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

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch

By Robert W. Sharps

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

March 2021 / VIDEO

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

U.S. Vaccine News Driving The Stock Market Rally

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

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

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2021 / INVESTMENT INSIGHTS

Why Credit Investors Need to Become Active...

Why Credit Investors Need to Become Active Duration Managers

Why Credit Investors Need to Become Active...

The importance of duration for credit performance and five ways to improve it

By Ken Orchard & Steven Boothe

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

China’s Economy: Recovery and Rebalancing

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

By Chris Kushlis

Chris Kushlis Credit Analyst

March 2021 / VIDEO

Global Equity Update with Sam Ruiz

In a in-between period

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

March 2021 / VIDEO

Attractive Risk-Return Tradeoff in EM Corpora...

Attractive Risk-Return Tradeoff in EM Corporates

A history of equity-like returns, with a fraction of the volatility

By Samy Muaddi

Samy Muaddi Portfolio Manager

March 2021 / MARKETS & ECONOMY

Has the Fed Turned Hawkish by Allowing Bond...

Has the Fed Turned Hawkish by Allowing Bond Yields to Surge?

Has the Fed Turned Hawkish by Allowing Bond...

It seems happy to let financial market conditions tighten.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / VIDEO

AusBiz Interview: Maximising returns in global...

AusBiz Interview: Maximising returns in global markets

AusBiz Interview: Maximising returns in global...

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

March 2021 / INVESTMENT INSIGHTS

Investing in the Infrastructure Behind the...

Investing in the Infrastructure Behind the Digital Economy

Investing in the Infrastructure Behind the...

We like firms supplying “picks and shovels” for the rush online

By Alan Tu, James Stillwagon & Anthony Wang

March 2021 / INVESTMENT INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Multiple Authors

March 2021 / INVESTMENT INSIGHTS

Melting Permafrost Poses Challenge For Arctic...

Melting Permafrost Poses Challenge For Arctic Companies

Melting Permafrost Poses Challenge For Arctic...

Climate change risks are rising for Russian industrial companies

By Willem Visser

Willem Visser Credit Analyst

February 2021 / INVESTMENT INSIGHTS

The Challenge of Low but Rising Rates

Searching for Yield Amid Rising Rates

By Tim Murray

Tim Murray Capital Markets Analyst

February 2021 / VIDEO

ZOOM into a COVID recovery play

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

February 2021 / INVESTMENT INSIGHTS

Australia: Back to Boom Times?

The future for commodities may look bright

By Tom Shelmerdine

Tom Shelmerdine Investment Analyst

February 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Pandemic Factor Rises to...

PULSe Indicator: Pandemic Factor Rises to Crisis Levels

PULSe Indicator: Pandemic Factor Rises to...

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

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

February 2021 / MARKETS & ECONOMY

The Risk Rally Will Likely Continue, but...

The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but...

A price correction is possible

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2021 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment

By Arif Husain

Arif Husain Head of International Fixed Income

January 2021 / VIDEO

Global Equity Update with Sam Ruiz

2020 was a incredibly wild ride for investors

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

January 2021 / VIDEO

Three Reasons to Favor Floating Rate Loans...

Three Reasons to Favor Floating Rate Loans in Today's Market

Our Asset Allocation Committee is overweight to floating rate loans, which form part...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

January 2021 / MARKET OUTLOOK

Gains Still to Be Found in Global Equities

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

By Scott Berg

Scott Berg Portfolio Manager

January 2021 / INVESTMENT INSIGHTS

End of the Fed’s Credit Support Facilities...

End of the Fed’s Credit Support Facilities Is Positive

End of the Fed’s Credit Support Facilities...

Risk of unintended imbalances in the credit market is lower.

By Steven Boothe & Gregor Dannacher

January 2021 / VIDEO

Randal Jenneke: Views on the market and portfo...

Randal Jenneke: Views on the market and portfolio positioning

Randal Jenneke: Views on the market and portfolio...

Markets driven by two key events U.S. election & Vaccine news

By Randal Jenneke

Randal Jenneke Head of Australian Equities

January 2021 / MULTI-ASSET SOLUTIONS

Creativity in a Low-Yield Era

Bond investors could face more challenging markets in 2021

By Mark Vaselkiv & David Giroux

January 2021 / MULTI-ASSET SOLUTIONS

Uncovering Opportunities Amid Recovery

A winding path back

By T. Rowe Price

T. Rowe Price

Q4 2020 Show

December 2020 / GLOBAL MARKET OUTLOOK

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2020 / VIDEO

What COVID-19 Vaccines Could Mean for Markets

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

December 2020 / MARKET OUTLOOK

Australia 2021 Market Outlook: Cautiously...

Australia 2021 Market Outlook: Cautiously Optimistic

Australia 2021 Market Outlook: Cautiously...

Reduced global uncertainty is positive for Australian equities.

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2020 / INVESTMENT INSIGHTS

Who Could Win in the Value vs. Growth Debate?

Applying active decision-making is key in an uncertain environment

By Laurence Taylor

Laurence Taylor Portfolio Specialist

December 2020 / MARKETS & ECONOMY

Market Optimism May Be Justified—But I Urge...

Market Optimism May Be Justified—But I Urge Caution

Market Optimism May Be Justified—But I Urge...

Weak growth and a fiscally hamstrung U.S. signal trouble ahead

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

December 2020 / INVESTMENT INSIGHTS

Central Banks Are Not Out of Ammunition Yet

How the prospect of further monetary easing could impact bond markets

By Arif Husain & Quentin Fitzsimmons

November 2020 / INVESTMENT INSIGHTS

U.S. Election Results Appear Market-Friendly

Divided government likely would produce moderate policies

By Katie Deal, John Linehan & Mark Vaselkiv

November 2020 / INVESTMENT INSIGHTS

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for...

The coronavirus has accelerated and redirected long-term trends

By Yoram Lustig & Michael Walsh

November 2020 / INVESTMENT INSIGHTS

Uncovering Opportunities in Noninvestment-Grad...

Uncovering Opportunities in Noninvestment-Grade Credit

Uncovering Opportunities in Noninvestment-Grade...

Credit analysis can reveal value in bank loans, high yield bonds

By Paul Massaro & Michael Della Vedova

November 2020 / POLICY INSIGHTS

Biden Focus on Regulation Could Have Broad...

Biden Focus on Regulation Could Have Broad Impact

Biden Focus on Regulation Could Have Broad...

Efforts to achieve environmental goals may be consequential

By Katie Deal

Katie Deal Investment Analyst

November 2020 / ASSET ALLOCATION STRATEGY

The Case for High Yield Bonds

Searching for income amid low investment-grade bond yields

By Tim Murray

Tim Murray Capital Markets Analyst

November 2020 / MARKETS & ECONOMY

Biden Win Might Bring Mixed Outlook for Invest...

Biden Win Might Bring Mixed Outlook for Investors

Additional fiscal stimulus likely, tax hikes uncertain.

By T. Rowe Price

T. Rowe Price

October 2020 / VIDEO

Quarterly Australian Equity Market Outlook

Views on the market and portfolio positioning

By Randal Jenneke

Randal Jenneke Head of Australian Equities

October 2020 / INVESTMENT INSIGHTS

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long-term sustainability

By Willem Visser

Willem Visser Credit Analyst

October 2020 / BLOG

Federal Spending Could Be a Catalyst for...

Federal Spending Could Be a Catalyst for Industrials

Federal Spending Could Be a Catalyst for...

Sector is particularly sensitive to economic conditions

By Katie Deal

Katie Deal Investment Analyst

October 2020 / MARKET OUTLOOK

COVID-19 Has Transformed the US High Yield...

COVID-19 Has Transformed the US High Yield Opportunity Set

COVID-19 Has Transformed the US High Yield...

Downgrades and defaults have had a major impact on the asset class.

By Kevin Loome & Gregor Dannacher

October 2020 / VIDEO

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

Top Market Risks to Watch for the Rest of 2020

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

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

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

October 2020 / INVESTMENT INSIGHTS

U.S. Presidential Election Adds to Uncertain...

U.S. Presidential Election Adds to Uncertain Environment

U.S. Presidential Election Adds to Uncertain...

Candidates offer divergent agendas that could impact markets

By T. Rowe Price

T. Rowe Price

Q3 2020 Show

September 2020 / VIDEO

T. Rowe Price Australian Equity Fund

The Australian Equity Fund with the World Behind It

By Randal Jenneke

Randal Jenneke Head of Australian Equities

September 2020 / INVESTMENT INSIGHTS

The Federal Reserve Crashes the Currency...

The Federal Reserve Crashes the Currency Party

The Federal Reserve Crashes the Currency...

Why the Federal Reserve actions could make the U.S. dollar weaker.

By Arif Husain, Andrew Keirle & Ken Orchard

September 2020 / INVESTMENT INSIGHTS

Sustainability Drives Success in High-Quality...

Sustainability Drives Success in High-Quality Growth Companies

Sustainability Drives Success in High-Quality...

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

By Scott Berg

Scott Berg Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Growth Versus Value: A Balanced View

Stocks are bifurcated, with secular trends driving growth.

By Tim Murray

Tim Murray Capital Markets Analyst

September 2020 / INVESTMENT INSIGHTS

Volatility in Technology Highlights Importance...

Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance...

We believe the sector’s long-term growth stories remain strong

By Alan Tu

Alan Tu Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Fed Moves to Average Inflation Targeting

New policy framework effectively prioritizes maximum employment

By Alan Levenson, Nikolaj Schmidt & Adam Marden

September 2020 / INVESTMENT INSIGHTS

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Head of International Fixed Income

August 2020 / INVESTMENT INSIGHTS

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored...

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

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2020 / INVESTMENT INSIGHTS

High Yield Bonds Continue to Offer Value

Opportunities remain despite recent spread tightening

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Emerging Markets Are Leading the Way in Fintec...

Emerging Markets Are Leading the Way in Fintech

Meeting the needs of a whole new customer base

By Charles Knudsen & Irmak Surenkok

August 2020 / VIDEO

Investing in a Pandemic

By Samuel P. Ruiz

Samuel P. Ruiz Portfolio Specialist

August 2020 / VIDEO

Why Our Asset Allocation Committee Favours...

Why Our Asset Allocation Committee Favours Emerging Markets Stocks

Why Our Asset Allocation Committee Favours...

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

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

August 2020 / BLOG

Potential Winners and Losers from Biden's...

Potential Winners and Losers from Biden's Climate Plan

Potential Winners and Losers from Biden's...

Regulations would affect the energy sector and automotive industry

By Katie Deal

Katie Deal Investment Analyst

August 2020 / INVESTMENT INSIGHTS

ESG Integration in Action

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

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

August 2020 / INVESTMENT INSIGHTS

Investing Through the Pandemic

Managing a global equity strategy during the covid crisis

By Scott Berg

Scott Berg Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

The Search for Yield

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

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / INVESTMENT INSIGHTS

ESG Integration in Action— TSMC Case Study

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

By Alison Yip

Alison Yip Investment Analyst

July 2020 / INVESTMENT INSIGHTS

ESG Integration in Action— Bayer Case Study

How engagement helped to underpin our investment thesis.

By Johnny Rowles

Johnny Rowles Associate Analyst

July 2020 / INVESTMENT INSIGHTS

ESG Integration in Action—Case Study

By Zenon Voyiatzis

Zenon Voyiatzis Insurance Sector Equity Analyst

July 2020 / INVESTMENT INSIGHTS

When Diversification Fails

Reexamining portfolio construction amid the coronavirus crisis.

By Multiple Authors

July 2020 / VIDEO

Our ESG Integration Approach

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

By T. Rowe Price

T. Rowe Price

July 2020 / INVESTMENT INSIGHTS

“Deferred Growth” Companies Pose Intriguing...

“Deferred Growth” Companies Pose Intriguing Opportunities

“Deferred Growth” Companies Pose Intriguing...

Some strong firms may benefit from a delayed surge in demand.

By Nabil Hanano & James Stillwagon

July 2020 / VIDEO

Quarterly Australian Equity Market Outlook

Views on the market and portfolio positioning

By Randal Jenneke

Randal Jenneke Head of Australian Equities

July 2020 / POLICY INSIGHTS

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs

By Katie Deal

Katie Deal Investment Analyst

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT VIEWPOINT

Australia: Coping with Covid

Looking to end the lockdown in July.

By Randal Jenneke

Randal Jenneke Head of Australian Equities