Thinking | T. Rowe Price

Our Collected Views

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This Quarter (Q3 2020) Hide

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 Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

The Social and Economic Impact of Rising...

The Social and Economic Impact of Rising Income Inequality

The Social and Economic Impact of Rising...

Income inequality is changing global demand for goods and services

By Roy Adkins

Roy Adkins Analyst

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 Associate 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 Associate 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

Previous Quarter (Q2 2020) Hide

June 2020 / INVESTMENT VIEWPOINT

China Becomes a Renewed Target in the 2020...

China Becomes a Renewed Target in the 2020 Election

China Becomes a Renewed Target in the 2020...

Tensions mount over key issues in wake of the pandemic.

By Katie Deal

Katie Deal Associate Analyst

June 2020 / INVESTMENT VIEWPOINT

Surging Fiscal Deficits Should Not Unleash...

Surging Fiscal Deficits Should Not Unleash Bond Market Chaos

Surging Fiscal Deficits Should Not Unleash...

Strong institutional infrastructures should keep inflation at bay.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2020 / VIDEO

Take a look at our Thinking on ESG

Environment, Social and Governance

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

June 2020 / MARKET OUTLOOK

Managing to the Other Side

Four themes driving our Midyear Market Outlook

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

June 2020 / INVESTMENT INSIGHTS

China Is Leading the Asian Recovery

As COVID-19 fizzles out, China reopens for business

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Taking the Market’s PULSe in the Coronavirus...

Taking the Market’s PULSe in the Coronavirus Era

Taking the Market’s PULSe in the Coronavirus...

Introducing a new indicator for turbulent markets.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

June 2020 / INVESTMENT INSIGHTS

Have Stocks Become Too Expensive?

Despite dire forecasts, equity valuations remain reasonable

By Tim Murray

Tim Murray Capital Markets Analyst

June 2020 / INVESTMENT INSIGHTS

Governance: Private vs. Public Companies

Unique aspects of private investments require different level of stewardship.

By Donna Anderson

Donna Anderson Head of Corporate Governance

June 2020 / INVESTMENT INSIGHTS

Rebalancing Through Market Drawdowns

A prudent approach can be critical when markets are stressed.

By Christina Moore & Som Priestley

May 2020 / INVESTMENT INSIGHTS

Looking at Emerging Market Bonds Through...

Looking at Emerging Market Bonds Through New Lenses

Looking at Emerging Market Bonds Through...

How recent developments could impact the asset class

By Andrew Keirle

Andrew Keirle Portfolio Manager

May 2020 / VIDEO

Introducing the T. Rowe Price Global Equity...

Introducing the T. Rowe Price Global Equity Fund

Introducing the T. Rowe Price Global Equity...

It really is the whole world in a fund.

By Scott Berg

Scott Berg Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

How the T. Rowe Price Dynamic Global Bond...

How the T. Rowe Price Dynamic Global Bond Fund May Help in Volatile Markets

How the T. Rowe Price Dynamic Global Bond...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

By Arif Husain

Arif Husain Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Inflation Should Not Trouble Investors in...

Inflation Should Not Trouble Investors in the Near Term

Inflation Should Not Trouble Investors in...

Central bank money printing is supported by stable dynamics

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

May 2020 / VIDEO

Performance & Positioning of Dynamic Global...

Performance & Positioning of Dynamic Global Bond (DGB)

Performance & Positioning of Dynamic Global...

A tour around New Zealand with Joran Laird

By Joran Laird

Joran Laird Portfolio Specialist

May 2020 / VIDEO

Introduction to Dynamic Global Bond (DGB)

A tour around New Zealand with Joran Laird

By Joran Laird

Joran Laird Portfolio Specialist

May 2020 / INVESTMENT INSIGHTS

How the Dynamic Global Bond Strategy is Design...

How the Dynamic Global Bond Strategy is Designed to Help in Volatile Markets

How the Dynamic Global Bond Strategy is Designed...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

By Arif Husain

Arif Husain Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Investing in Equities Amid a Crisis

Our multi-asset team analyzes how early is too early.

By Tim Murray

Tim Murray Capital Markets Analyst

May 2020 / VIDEO

Three Reasons for Optimism Despite Market...

Three Reasons for Optimism Despite Market Uncertainty

Three Reasons for Optimism Despite Market...

Despite alarming economic data, we believe that there are three reasons to be optimistic....

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

May 2020 / INVESTMENT INSIGHTS

The Five Stages of a Market Crisis

From denial to acceptance

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

No Normal Cycle, No Normal Recession

The short- and longer-term implications of the coronavirus on global equities

By Laurence Taylor

Laurence Taylor Portfolio Specialist

May 2020 / VIDEO

Three Stages of a Crisis

Yoram Lustig takes us through the three main stages of a crisis

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

EM Corporate Debt’s Time Has Come

Its role in investor portfolios is set to expand

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

T. Rowe Price Global Equity Fund

T. Rowe Price’s Global Equity Fund has recently received Morningstar Research’s...

April 2020 / INVESTMENT INSIGHTS

Coronavirus: The Signals to Watch

How the virus is changing health care investing

By Ziad Bakri, CFA, MD

Ziad Bakri, CFA, MD Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

The Federal Reserve: Central Banker to the...

The Federal Reserve: Central Banker to the World

The Federal Reserve: Central Banker to the...

Why the Fed’s policy responses have implications for global financial markets

By Arif Husain

Arif Husain Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

What An Unbelievable Month

By Randal Jenneke

Randal Jenneke Head of Australian Equities

April 2020 / INVESTMENT INSIGHTS

Coronavirus Pandemic Could Shift Health,...

Coronavirus Pandemic Could Shift Health, Economic Agenda

Coronavirus Pandemic Could Shift Health,...

Democratic reforms likely delayed until crisis recedes

By Katie Deal

Katie Deal Associate Analyst

April 2020 / INVESTMENT INSIGHTS

High Yield Investing During Volatile Times

Spread levels can signal attractive return potential

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Five Rules for Investing During the Coronaviru...

Five Rules for Investing During the Coronavirus Outbreak

Five Rules for Investing During the Coronavirus...

Pitfalls to avoid and opportunities to seek

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equities

March 2020 / INVESTMENT INSIGHTS

How a Recession Will Impact Bond Markets

Treasury yields may hit a bottom and credit spreads could peak very soon.

By Ken Orchard

Ken Orchard Portfolio Manager

Q1 2020 Show

March 2020 / INVESTMENT INSIGHTS

Recession 2020—Deep but Short

Tracking the COVID-19 shock

By Alan Levenson

Alan Levenson Chief Economist

March 2020 / INVESTMENT INSIGHTS

Please Be Seated, As We Are Crossing a Zone...

Please Be Seated, As We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

March 2020 / VIDEO

T. Rowe Price Global Equity Fund - perspective...

T. Rowe Price Global Equity Fund - perspectives from Zenith

By T. Rowe Price

T. Rowe Price

March 2020 / INVESTMENT INSIGHTS

Liquidity Challenges in Fixed Income

By T. Rowe Price

T. Rowe Price

March 2020 / INVESTMENT INSIGHTS

It’s Time to Start Thinking About the Postcris...

It’s Time to Start Thinking About the Postcrisis World

Fundamental research can help identify risks and opportunities.

By Robert W. Sharps

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

March 2020 / VIDEO

Responding to Liquidity Challenges in Fixed...

Responding to Liquidity Challenges in Fixed Income

By Andrew McCormick

Andrew McCormick Head of Fixed Income

March 2020 / INVESTMENT INSIGHTS

The Rise of Green Bonds

Why investors should take a closer look at the green bond market.

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Global Equities: Embracing Uncertainty

Using our knowledge, experience, and resources to find the best outcome for clients.

By Scott Berg

Scott Berg Portfolio Manager

March 2020 / INVESTMENT VIEWPOINT

Crisis Playbook—The Fear of Loss and Regret

Approaching the challenges and potential opportunities of market volatility.

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2020 / INVESTMENT VIEWPOINT

Coronavirus Concerns Shift to New Outbreak...

Coronavirus Concerns Shift to New Outbreak Areas

Spread of virus and policy responses will govern long‑term impact.

By Chris Kushlis

Chris Kushlis Credit Analyst

February 2020 / INVESTMENT INSIGHTS

SARS Is Not a Model for Coronavirus

Drawing parallels between the two outbreaks is tempting but risky

By Chris Kushlis & Tomasz Wieladek

February 2020 / INVESTMENT INSIGHTS

COVID‑19 and Fixed Income Markets

How the coronavirus outbreak could impact bond investors.

By Ken Orchard

Ken Orchard Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

Improving Corporate Disclosure on Environmenta...

Improving Corporate Disclosure on Environmental Issues

Real, long-term influence demands a multilayered approach.

By Maria Elena Drew & Donna Anderson

20 February 2020 / INVESTMENT VIEWPOINT

Quarterly Australian Equity Market Outlook

By Randal Jenneke

Randal Jenneke Head of Australian Equities

February 2020 / INVESTMENT VIEWPOINT

Global Equities: Secrets of Success in 2020

By Scott Berg

Scott Berg Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

Coronavirus: Markets Likely to Remain On...

Coronavirus: Markets Likely to Remain On Edge in the Near Term

Duration and spread of virus will govern longer‑term impact.

By Chris Kushlis

Chris Kushlis Credit Analyst

January 2020 / INVESTMENT VIEWPOINT

High Yield Bond Opportunities Are Going Global

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

January 2020 / Investment Insights

Why I Am Still Confident in Emerging Markets

By Scott Berg

Scott Berg Portfolio Manager

January 2020 / video

Global Growth Equity Strategy Introduction

By Scott Berg

Scott Berg Portfolio Manager

January 2020 / video

Global Equities: Markets and Opportunities

By Scott Berg

Scott Berg Portfolio Manager

January 2020 / Investment Insights

Will the Reflation Theme Continue in 2020?

By Arif Husain

Arif Husain Portfolio Manager

2019 Show

June 2019 / Investment Viewpoint

Perspectives on Plastic - The Imperative...

Perspectives on Plastic - The Imperative for Better Management

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

Q4 2019 Show

January 2020 / Investment Insights

A New Era of Active Management Looms

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2019 / Investment Insights

Why I’m More Positive on Global Growth

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

December 2019 / Investment Insights

Countdown to Brexit: Conservative Win Paves...

Countdown to Brexit: Conservative Win Paves Way for UK Exit

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

December 2019 / Investment Viewpoint

Australia Market Outlook 2020

By Randal Jenneke

Randal Jenneke Head of Australian Equities

December 2019 / Investment Insights

Comfortable With the Uncomfortable

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2019 / Investment Viewpoint

Factor Investing Is Not a Simple Panacea

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

November 2019 / Investment Viewpoint

Is Helicopter Money on Its Way?

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

November 2019 / video

Global Market Environment for Retirement,...

Global Market Environment for Retirement, September 2019

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

November 2019 / Investment Insights

Do Yield Curve Inversions Still Predict Recess...

Do Yield Curve Inversions Still Predict Recessions in the Age of QE?

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

October 2019 / Investment Insights

Should Investors Continue to Ignore Inflation?

By Arif Husain

Arif Husain Portfolio Manager

October 2019 / video

Quarterly Australian Equity Market Outlook

By Randal Jenneke

Randal Jenneke Head of Australian Equities

October 2019 / Investment Insights

Emerging Markets: Reward or Risk?

By Andrew Keirle, Eric C. Moffett & Scott Berg

October 2019 / Investment Viewpoint

Growth Stocks Setting The Pace for Global...

Growth Stocks Setting The Pace for Global Equities

By Hari Balkrishna

Hari Balkrishna Associate Portfolio Manager, Global Growth Equity Strategy

October 2019 / video

Investing in an Era of Change and Disruption

By Hari Balkrishna

Hari Balkrishna Associate Portfolio Manager, Global Growth Equity Strategy

Q3 2019 Show

August 2019 / Investment Insights

What Jitters Over Trade Indicate About Markets

By T. Rowe Price

T. Rowe Price

Q1 2019 Show

February 2019 / Investment Viewpoint

Fresh Hope For the Global Economy?

By Andrew Keirle

Andrew Keirle Portfolio Manager

October 2018 / Policy Insights

Fixed Income: The Domino Effect

By Stephane Fertat

Stephane Fertat Portfolio Specialist