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This Quarter (Q2 2021) Hide

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

Previous Quarter (Q1 2021) Hide

March 2021 / INVESTMENT INSIGHTS

Why the Eurozone Will Not Mirror China’s...

Why the Eurozone Will Not Mirror China’s Post-COVID Recovery

Why the Eurozone Will Not Mirror China’s...

After an initial strong rebound, a period of eurosclerosis could loom

By Chris Kushlis & Tomasz Wieladek

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 / MARKETS & ECONOMY

Vaccine Progress Hands UK Economic Boost...

Vaccine Progress Hands UK Economic Boost Over EU

Vaccine Progress Hands UK Economic Boost...

Sterling looks set to strengthen against the euro

By Tomasz Wieladek & Ivan Morozov

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 / INVESTMENT INSIGHTS

Seeking Alpha in Emerging Markets Corporate...

Seeking Alpha in Emerging Markets Corporate Debt

Seeking Alpha in Emerging Markets Corporate...

After a decade of strong performance, the asset class deserves a serious look

By Siby Thomas

Siby Thomas Portfolio Manager

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 the Time Is Right to Consider Investing...

Why the Time Is Right to Consider Investing in EM Local Debt

Why the Time Is Right to Consider Investing...

It offers relatively high income potential and the prospect of capital gains

By Yoram Lustig, Michael Walsh & Niklas Jeschke

March 2021 / BLOG

Cooling U.S.-Europe Trade Tensions Could...

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Cooling U.S.-Europe Trade Tensions Could...

Biden likely to seek European support to exert pressure on China

By Katie Deal

Katie Deal Associate Analyst

March 2021 / PODCAST

Part Three: Secular Forces Are Carving New...

Part Three: Secular Forces Are Carving New Paths for Active Investing

Part Three: Secular Forces Are Carving New...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

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 / INVESTMENT INSIGHTS

Preparing for Higher Inflation

With inflation expectations on the rise, we look at a few investment ideas that could...

By Yoram Lustig & Michael Walsh

March 2021 / INVESTMENT INSIGHTS

U.S. High Yield Bonds Should Benefit From...

U.S. High Yield Bonds Should Benefit From Improving Fundamentals

U.S. High Yield Bonds Should Benefit From...

The asset class offers current high income, lower rate sensitivity

By Kevin Loome & Gregor Dannacher

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 / MARKET OUTLOOK

Global Asset Allocation: March Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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

Why Now for EM Local Currency Debt?

Yield, valuation and diversification

By Andrew Keirle

Andrew Keirle Portfolio Manager

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 / 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

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

For or Against? The Year in Shareholder Resolutions

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

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

By Donna Anderson

Donna Anderson Head of Corporate Governance

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

Five Reasons to Consider EM Local Bonds

Attractive yields and cheap currencies make the sector stand out

By Andrew Keirle

Andrew Keirle Portfolio Manager

February 2021 / INVESTMENT INSIGHTS

What are the Challenges and Opportunities...

What are the Challenges and Opportunities of Investing in Emerging Markets?

What are the Challenges and Opportunities...

How can investors approach such a broad and diverse set of universe?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

Emerging Markets: Overlooked and Underrated?

Discussing the rationale for a strategic allocation to EM

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

How Blending EM Debt can Generate Capital...

How Blending EM Debt can Generate Capital Gains in Fixed Income

How Blending EM Debt can Generate Capital...

Historically underappreciated, what can emerging market debt offer?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

How Can China Remain a Key Growth Economy?

Rising debt and trade wars among key challenges

By Wenli Zheng & Chris Kushlis

February 2021 / PODCAST

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing Part 2

Secular Forces Are Carving New Paths for...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

February 2021 / PODCAST

‘Confidence is back’: EM on a Path to Recovery

A deep look into the prospects facing emerging markets investors

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / BLOG

The “In-Between,” the “New Normal,” and What’s...

The “In-Between,” the “New Normal,” and What’s Next…

The “In-Between,” the “New Normal,” and What’s...

Tracking the course for global equites to a post-COVID-19 world

By David J. Eiswert

David J. Eiswert Portfolio Manager

February 2021 / MARKET OUTLOOK

Global Asset Allocation: February Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / PODCAST

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

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 / MARKETS & ECONOMY

The EU-UK Trade Deal Leaves Open Questions

But the exclusion of some areas brings opportunity for reform

By Quentin Fitzsimmons & Tomasz Wieladek

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 / INVESTMENT INSIGHTS

Finding “Deeper Value” in Emerging Markets

Value-growth divergence may be peaking

By Ernest Yeung

Ernest Yeung Portfolio Manager

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 / 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

January 2021 / MARKET OUTLOOK

Global Asset Allocation: January Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2021 / BLOG

What Georgia Senate Results Could Mean for...

What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for...

Unified government puts fiscal stimulus, tax increases on table

By Katie Deal

Katie Deal Associate Analyst

January 2021 / MARKET OUTLOOK

Euro High Yield: The Opportunity Today

An attractive option for income seekers

By Michael Della Vedova & Stephen Marsh

Q4 2020 Show

30 December 2020 / INVESTMENT INSIGHTS

Investing in EM corporate bonds for income...

Investing in EM corporate bonds for income and diversification

Investing in EM corporate bonds for income...

An asset allocation perspective

By Yoram Lustig & Andrew Armstrong

December 2020 / MARKET OUTLOOK

Global Asset Allocation: December Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2020 / VIDEO

2021 – Tempering Optimism With Some Caution

David Eiswert analyses the prospects for global equity investors

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

Elections and Vaccines – Signs of Hope for...

Elections and Vaccines – Signs of Hope for Investors?

Elections and Vaccines – Signs of Hope for...

David Eiswert assesses the impact of recent market developments

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

Why we’ve Rotated into Quality Growth Cyclical...

Why we’ve Rotated into Quality Growth Cyclicals

David Eiswert discusses the importance of idiosyncratic opportunities

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

2021 Global Market Outlook

Replay of the 2021 Global Market Outlook webinar

By Justin Thomson, David Giroux & Mark Vaselkiv

December 2020 / INVESTMENT INSIGHTS

Credit Investing Roadmap for 2021

Navigating the credit cycle and the road ahead

By Multiple Authors

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

2021 Global Credit Outlook

Replay of the 2021 Global Credit Outlook webinar

By Multiple Authors

December 2020 / GLOBAL MARKET OUTLOOK

For Investors in Japan, the Outlook Appears...

For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears...

Four reasons to be bullish about the Japan investment outlook

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

Asia ex-Japan: Constructive Outlook for Equiti...

Asia ex-Japan: Constructive Outlook for Equities in 2021

Asia ex-Japan: Constructive Outlook for Equities...

High-quality growth businesses on reasonable multiples

By Anh Lu

Anh Lu Portfolio Manager

December 2020 / MARKET OUTLOOK

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

By Yoram Lustig & Michael Walsh

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

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 / 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 / PODCAST

Opportunity in an era of extremes

David Eiswert discusses the key issues for global equity investors, including the...

By David J. Eiswert & Laurence Taylor

November 2020 / MARKETS & ECONOMY

Why the Future Now Looks Brighter for Value...

Why the Future Now Looks Brighter for Value Investing

Why the Future Now Looks Brighter for Value...

Three scenarios that could propel a style rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

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

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 / 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

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / VIDEO

EM Untold Stories roundtable

A virtual panel of experts discusses the investment rationale for a strategic allocation...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / BLOG

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 Associate Analyst

November 2020 / INVESTMENT INSIGHTS

Finding Alpha in an Increasingly Concentrated...

Finding Alpha in an Increasingly Concentrated Market

Finding Alpha in an Increasingly Concentrated...

The rules of the game in the large cap growth space have changed

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

November 2020 / INVESTMENT INSIGHTS

More Fallen Angels Ahead in Europe?

Downgrades have slowed, but indications are that the trend has further to run

By David Stanley & Michael Lambe

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

November 2020 / INVESTMENT INSIGHTS

The Eurozone’s Recovery Will Take a Break...

The Eurozone’s Recovery Will Take a Break This Winter

The Eurozone’s Recovery Will Take a Break...

The currency union faces four possible growth scenarios

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

November 2020 / INVESTMENT INSIGHTS

Navigating Fallen Angels in the Post-Coronavir...

Navigating Fallen Angels in the Post-Coronavirus Landscape

Navigating Fallen Angels in the Post-Coronavirus...

Uncertainty means investors should proceed with caution

By David Stanley & Steven Boothe

October 2020 / INVESTMENT INSIGHTS

What To Expect From China

Three main challenges to China’s future growth

By Chris Kushlis

Chris Kushlis Credit Analyst

October 2020 / VIDEO

Navigating Uncertain Markets in 2020

How T. Rowe Price analysts are still getting the answers they need

By Robert W. Sharps

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

October 2020 / VIDEO

A Strategy for the Future

Introducing the T. Rowe Price Global Focused Growth Equity Strategy

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Flexibility Is Invaluable During Difficult...

Flexibility Is Invaluable During Difficult Period

Flexibility Is Invaluable During Difficult...

Riskier, less liquid securities can bring substantial benefits

By Ken Orchard

Ken Orchard Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2020 / INVESTMENT INSIGHTS

Finding Opportunities After the Rebound

Our portfolio managers see selective potential in a range of asset classes

By Robert W. Sharps

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

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 Associate Analyst

October 2020 / VIDEO

EMs are a Prime Target for Active Investors

Emerging markets have long been overlooked by investors who shied away from political,...

By Scott Berg & Benjamin Robins

October 2020 / VIDEO

Coronavirus, Growth and the Outlook for Techno...

Coronavirus, Growth and the Outlook for Technology

The pandemic has, in most cases, accelerated trends that were already in place in...

By Alan Tu

Alan Tu Portfolio Manager

October 2020 / MULTI-ASSET SOLUTIONS

Five Reasons Why Investors Should Now Consider...

Five Reasons Why Investors Should Now Consider Small-Caps

Five Reasons Why Investors Should Now Consider...

Attractive valuations and prospects for economic recovery support small-caps

By Yoram Lustig & Michael Walsh

October 2020 / VIDEO

EM Gives Silicon Valley a Run for its Money

With the onset of rapid mobile phone adoption and the triumph of the internet, emerging...

By Gonzalo Pángaro

Gonzalo Pángaro Portfolio Manager

October 2020 / VIDEO

EM at the Forefront of a Fintech Revolution

Fintech is finding a natural home in emerging markets where banking and insurance...

By Ernest Yeung & Gonzalo Pángaro

October 2020 / VIDEO

ESG Investing in EM Needs an Active Approach

There is a wide variance between different companies on their approach and consideration...

By Ernest Yeung & Gonzalo Pángaro

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 / INVESTMENT INSIGHTS

Extracting US Alpha Outside the FAANG Phenomen...

Extracting US Alpha Outside the FAANG Phenomenon

Identifying innovation and growth beyond the tech giants

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

October 2020 / VIDEO

Digitalization of the Economy

The digitization of a wide range of industries and markets has accelerated during...

By Multiple Authors

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 / INVESTMENT INSIGHTS

Sustainability Drives Success in a Post-Corona...

Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronaviru...

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

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

European Investment Grade: Can the Rally...

European Investment Grade: Can the Rally Last?

European Investment Grade: Can the Rally...

Technical support for the region’s bonds may diminish soon

By David Stanley

David Stanley Portfolio Manager

September 2020 / BLOG

Federal Help Wanted: Municipalities Face...

Federal Help Wanted: Municipalities Face Fiscal Uncertainties

Federal Help Wanted: Municipalities Face...

U.S. election could impact ailing municipal budgets

By Katie Deal

Katie Deal Associate Analyst

September 2020 / VIDEO

US High Yield Bond: What makes us different?

Some key competitive differentiators

By Kevin Loome

Kevin Loome Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Making Hard Choices in Extraordinary Times

Renewed equity market volatility highlights the need for portfolio breadth

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: September Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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

US High Yield Bond – Introduction

A flexible approach that seeks to be a ‘fund for all seasons’

By Kevin Loome

Kevin Loome Portfolio Manager

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

September 2020 / VIDEO

Taking ESG Management and Integration to...

Taking ESG Management and Integration to the Next Level

Taking ESG Management and Integration to...

Responsible Investor webinar replay

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

September 2020 / INVESTMENT INSIGHTS

A Potentially Attractive Entry Point for...

A Potentially Attractive Entry Point for U.S. Smaller Companies

A Potentially Attractive Entry Point for...

A long-term allocation to this dynamic market segment makes sense.

By Curt Organt

Curt Organt Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Betting on Secular Change Is Not Just for...

Betting on Secular Change Is Not Just for Growth Investors

Betting on Secular Change Is Not Just for...

Disruption creates risks and opportunities for value strategies

By Heather McPherson & John Linehan

August 2020 / INVESTMENT INSIGHTS

Why the EU Recovery Fund is No Panacea

Public debt sustainability remains a key challenge

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

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 / VIDEO

Introducing the Global High Income Bond Strate...

Introducing the Global High Income Bond Strategy

We believe that high yield is as relevant to asset allocators’ decision making now...

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 / INVESTMENT INSIGHTS

Investing Through the Pandemic

Managing a global equity strategy during the coronavirus crisis.

By Scott Berg

Scott Berg Portfolio Manager

August 2020 / VIDEO

Global High Income Bond: How we work

We believe that high yield is as relevant to asset allocators’ decision making now...

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

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

Global High Yield Bonds Continue to Offer...

Global High Yield Bonds Continue to Offer Value

Global High Yield Bonds Continue to Offer...

Opportunities remain despite recent spread tightening

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: August Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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

July 2020 / INVESTMENT INSIGHTS

COVID-19: What Now for Inflation and Globalisa...

COVID-19: What Now for Inflation and Globalisation?

COVID-19: What Now for Inflation and Globalisation...

The scramble for key health products in the wake of the pandemic has highlighted...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / INVESTMENT INSIGHTS

What Will the World Look Like In a Year?

Coronavirus has dramatically changed the way we live our lives in a very short space...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / VIDEO

Why EM equities look attractive today

Our Asset Allocation Committee is overweight emerging markets stocks.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

Still constructive toward Asia ex-Japan

North Asia may be first to enter the post-coronavirus era

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

July 2020 / Investment Insights

Virus Control May Help Europe to Outperform...

Virus Control May Help Europe to Outperform the U.S.

Virus Control May Help Europe to Outperform...

Stricter lockdown measures could boost short-term performance

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

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 / INVESTMENT INSIGHTS

Paying for Defense

A deeper dive into defensive equity.

By T. Rowe Price

T. Rowe Price

July 2020 / VIDEO

Six Risks to the Coronavirus Recovery

We believe there are six key risks to the global economic recovery.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Taking Stock of U.S. Equities Amid the Crisis

A closer look at diverging U.S. equity market and economic performance.

By Julian Cook & Eric Papesh

July 2020 / VIDEO

What’s driving Asia's booming consumption?

Positive tailwinds are changing EM for good.

By Chris Kushlis

Chris Kushlis Credit Analyst

July 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: July Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Emerging Markets in the new decade

Why the future for EMs will be different from the past.

By Scott Berg & Andrew Keirle

July 2020 / POLICY INSIGHTS

The U.S. Dollar in 2020: Does the Buck Stop...

The U.S. Dollar in 2020: Does the Buck Stop Here?

The U.S. Dollar in 2020: Does the Buck Stop...

Four indicators of weakness could mean it is time to diversify

By Ken Orchard

Ken Orchard Portfolio Manager

July 2020 / INVESTMENT INSIGHTS

Countdown to Brexit: The Deadline for a Trade...

Countdown to Brexit: The Deadline for a Trade Deal Looms

Countdown to Brexit: The Deadline for a Trade...

Significant differences between the two sides remain

By Quentin Fitzsimmons & Tomasz Wieladek

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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

Seeking Upside Potential

Small-caps may offer better upside potential than value stocks

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / NOTES FROM THE ROAD

Vietnam Shows a Way Through the Coronavirus...

Vietnam Shows a Way Through the Coronavirus Crisis

Vietnam Shows a Way Through the Coronavirus...

Frontier country positioned well by effective containment

By Oliver Bell & Leigh Innes

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 / VIDEO

Four Reasons Credit is Attractive Now

We see four reasons why the credit sector appears attractive in this environment.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

Rising Tension Between U.S. and China Elevates...

Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates...

U.S. measures could increase oversight of Chinese companies

By Chris Kushlis, Eric Veiel & Katie Deal

July 2020 / VIDEO

Three Tips For a Recession?

Discover Yoram's top three tips to help investors remain calm amid current market...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility: Is the Worst Behind Us?

After March’s spike in volatility, what can we expect market reactions to be long-term?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What To Watch in Unchartered Territory

What can investors expect in coming months and what should we watch in the markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility + Uncertainty – What Next for...

Volatility + Uncertainty – What Next for Equities and Bonds?

Volatility + Uncertainty – What Next for...

With a period of volatility going forwards, how do we expect equity and bond markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Q2 2020 Show

June 2020 / WEBCAST

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q3 2020

Global Markets and the Implications for Asset...

Yoram Lustig discusses key asset allocation themes and ideas to help you position...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / WEBCAST

The outlook for Asian equities in H2 2020

Anh Lu shares her thoughts on the current market environment in Asia

By Anh Lu

Anh Lu Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

June 2020 / VIDEO

Introduction: Global Focused Growth Equity...

Introduction: Global Focused Growth Equity Strategy Foundation

Introduction: Global Focused Growth Equity...

Introduction to the Global Focused Growth Equity Strategy with Dave Eiswert

By David J. Eiswert

David J. Eiswert Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt

By Ken Orchard

Ken Orchard Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

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 policy issues in wake of the pandemic

By Katie Deal

Katie Deal Associate Analyst

June 2020 / INVESTMENT INSIGHTS

Five Dimensions to Watch Amid U.S.-China...

Five Dimensions to Watch Amid U.S.-China Tensions

Five Dimensions to Watch Amid U.S.-China...

How rising U.S.-China tensions could unsettle markets

By Chris Kushlis

Chris Kushlis Credit Analyst

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 / MARKETS & ECONOMY

How Will Your Assets Perform in the Next...

How Will Your Assets Perform in the Next Phase?

How Will Your Assets Perform in the Next...

It may not be how you expect

By Aadish Kumar

Aadish Kumar International Economist

June 2020 / MARKET OUTLOOK

Positive Signs for Japan’s Post-Coronavirus...

Positive Signs for Japan’s Post-Coronavirus Outlook

Positive Signs for Japan’s Post-Coronavirus...

The pandemic is fast-tracking change in corporate Japan

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Making Sense of Coronavirus for Asia Credit...

Making Sense of Coronavirus for Asia Credit Investing

Making Sense of Coronavirus for Asia Credit...

Asia credit has proved resilient amid the coronavirus pandemic

By Sheldon Chan

Sheldon Chan Porfolio Manager

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

Global Asset Allocation: June Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

ESG Deepens Insights in European High Yield

How integrating ESG adds a valuable dimension to our investment process

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

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

How Coronavirus is Reshaping the Blue-Chip...

How Coronavirus is Reshaping the Blue-Chip Universe

How Coronavirus is Reshaping the Blue-Chip...

Defining potential winners and losers—near and longer term.

By Larry J. Puglia

Larry J. Puglia Portfolio Manager

June 2020 / VIDEO

Investing in Both Growth and Value May Be...

Investing in Both Growth and Value May Be Crucial Now

Investing in Both Growth and Value May Be...

Growth stocks have significantly outperformed value stocks, prompting investors to...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

June 2020 / INVESTMENT INSIGHTS

Fed Buying Corporates Is No Panacea

But global investment-grade corporate segments offer value

By Steven Boothe

Steven Boothe Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

How We’re Investing Through the Coronavirus...

How We’re Investing Through the Coronavirus Pandemic

How We’re Investing Through the Coronavirus...

While wide-ranging opportunities exist, selectivity is key

By Robert W. Sharps

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

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 / 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 / PODCAST

Assessing the outlook for Asia

Eric Moffett discusses the outlook for Asia with Darius McDermott of FundCalibre

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

28 May 2020 / WEBCAST

Navigating the Path Ahead in Asia

In this webinar, Eric Moffett shares his outlook for Asia ex-Japan markets.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

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 Head of International Fixed Income

May 2020 / INVESTMENT INSIGHTS

Valuing the Smaller Things

An asset allocation perspective on small- and mid-cap value

By Som Priestley & Christina Moore

May 2020 / INVESTMENT INSIGHTS

Q&A With David Eiswert

Dealing with the coronavirus pandemic and its impact on global equities

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Consensus Expectations May Be Overestimating...

Consensus Expectations May Be Overestimating the Recovery Trajectory

Consensus Expectations May Be Overestimating...

Returning to a “normalized” environment could take longer than many anticipate

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: May Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

The Eurozone Faces a Deep Recession, Not...

The Eurozone Faces a Deep Recession, Not a Debt Crisis

The Eurozone Faces a Deep Recession, Not...

Support from the ECB will offset the damage caused by the coronavirus

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

May 2020 / VIDEO

Three Investment Questions Clients are Asking

In this webinar replay, we discuss the 3 most frequently asked questions in clients'...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Three Lessons We’ve Learned in Emerging Market...

Three Lessons We’ve Learned in Emerging Markets So Far

Central bank support and re-entering EM early are essential

By Samy Muaddi

Samy Muaddi Portfolio Manager

May 2020 / VIDEO

All Crises Come to an End

In this third video Yoram offers his top three tips for crisis investing.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Perfect Imperfection: Contrarian Investing...

Perfect Imperfection: Contrarian Investing During a Sell-Off

Perfect Imperfection: Contrarian Investing...

Rewards to be found without timing the market trough

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

May 2020 / INVESTMENT INSIGHTS

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Volatility and Recession

In this second video Yoram looks for good news amidst the economic gloom.

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 / 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 / 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 / WEBCAST

Technology and Coronavirus: The Digitalisation...

Technology and Coronavirus: The Digitalisation of the Economy Gathers Steam

Technology and Coronavirus: The Digitalisation...

Alan Tu shares the tech team’s latest insights

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Oil Shock Requires Deft Investing Touch

Selectivity is critical to positioning for energy’s recovery rally

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

May 2020 / VIDEO

The Market Is Pricing In A Long Recovery

Investors may be wondering, “What is the market pricing in with respect to how we...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

May 2020 / PODCAST

The Crisis Playbook: Global Focused Growth...

The Crisis Playbook: Global Focused Growth Equity Strategy

The Crisis Playbook: Global Focused Growth...

Global Focused Growth Equity Strategy Update

By David J. Eiswert

David J. Eiswert Portfolio Manager

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

April 2020 / INVESTMENT INSIGHTS

Where Does Value Investing Go From Here?

Three key principles for investing in a postcrisis world

By John Linehan

John Linehan Portfolio Manager

April 2020 / WEBCAST

After the Oil Shock: Insights on the Energy...

After the Oil Shock: Insights on the Energy Sector

After the Oil Shock: Insights on the Energy...

Our panel of energy sector experts discuss a range of questions

By Shawn T. Driscoll, Ryan Hedrick & Rodney Rayburn

April 2020 / INVESTMENT INSIGHTS

Coronavirus: The Signals to Watch

How the virus is changing health care investing

By Ziad Bakri

Ziad Bakri Portfolio Manager

April 2020 / WEBCAST

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q2 2020

Global Markets and the Implications for Asset...

Discover the latest themes to drive markets in the coming months

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

Crisis Playbook (Part III)—The Acceleration...

Crisis Playbook (Part III)—The Acceleration of Adoption

Crisis Playbook (Part III)—The Acceleration...

Today’s environment will act as a powerful catalyst for change

By David J. Eiswert

David J. Eiswert 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 Head of International Fixed Income

April 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK: April Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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 / VIDEO

Strategy Introduction: US Large-Cap Core...

Strategy Introduction: US Large-Cap Core Equity

Strategy Introduction: US Large-Cap Core...

US Large-Cap Core Equity Strategy Update

By Jeff Rottinghaus

Jeff Rottinghaus Portfolio Manager

April 2020 / VIDEO

Why Knowing the Absolute Market Bottom Doesn’t...

Why Knowing the Absolute Market Bottom Doesn’t Matter

Why Knowing the Absolute Market Bottom Doesn’t...

We have analysed previous significant market sell-offs over the past 90 years

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

April 2020 / INVESTMENT INSIGHTS

Will China Lead the Post-Coronavirus Economic...

Will China Lead the Post-Coronavirus Economic Recovery?

Will China Lead the Post-Coronavirus Economic...

Yes, China should be the first economy to improve

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: April Insights

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

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

EM Debt Outlook Improves Following Extreme...

EM Debt Outlook Improves Following Extreme Volatility

EM Debt Outlook Improves Following Extreme...

EM debt could form a profitable investment over the medium- to longer-term despite...

By Michael Conelius

Michael Conelius Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Positioning for Recovery Amid Uncertainty

Until things stop getting worse, we expect a bumpy ride

By Tim Murray

Tim Murray Capital Markets Analyst

April 2020 / WEBCAST

Assessing the Coronavirus Impact on the US

US Large-Cap Growth Equity Strategy Update

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

A Multi-Asset Perspective on High Yield

There are potential opportunities when spreads are wide or tight

By Lowell Yura & Max Yu

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