Thinking | T. Rowe Price

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This Quarter (Q4 2022) Hide

November 2022 / ASSET ALLOCATION VIEWPOINT

Adapting to a New Investment World

Investors face new opportunities and challenges as we head into 2023

By Yoram Lustig & Michael Walsh

November 2022 / INVESTMENT INSIGHTS

Window of Opportunity in European Investment Grade?

Window of Opportunity in European Investment...

Attractive valuations amid a weak macroeconomic backdrop

By David Stanley

David Stanley Portfolio Manager

November 2022 / PODCAST

Sovereign Analysis Amid the Perils of War

Audio series - T. Rowe Price EM-phasis: Shining a Spotlight on Emerging Markets

By Razan Nasser, Peter Botoucharov & Benjamin Robins

November 2022 / PODCAST

China—The Interplay of Policy, Growth, and Geopolitics

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

Audio Series - T. Rowe Price EM-phasis: Shining a Spotlight on Emerging Markets

By Chris Kushlis & Benjamin Robins

November 2022 / INVESTMENT INSIGHTS

Impact Investing in Credit: Debunking Four Common Misconceptions

Impact Investing in Credit: Debunking Four...

We attempt to debunk four popular myths about impact investing

By Matt Lawton & Benji Baxter

November 2022 / INVESTMENT INSIGHTS

After Goldilocks, Which Bear (Market) Will Prevail?

After Goldilocks, Which Bear (Market) Will...

A clearer picture of the U.S. market outlook should emerge over the coming weeks

By Taymour Tamaddon

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

November 2022 / INVESTMENT INSIGHTS

What Next for Diversity in the Boardroom?

Beyond gender: Diversity through a multidimensional lens

By Jocelyn Brown

Jocelyn Brown Head of Governance, EMEA & APAC

November 2022 / VIDEO

Forecasting Oil Prices: Six Vital Indicators

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

By Elliot Shue, CFA

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

November 2022 / VIDEO

Waiting on the Fed?

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

By Tim Murray

Tim Murray Capital Markets Analyst

November 2022 / MARKETS & ECONOMY

Strong Growth Now May Not Mitigate a Recession Next Year

Strong Growth Now May Not Mitigate a Recession...

Central bankers may have to rethink this key assumption

By Tomasz Wieladek & Aadish Kumar

November 2022 / ASSET ALLOCATION VIEWPOINT

Markets May Need More Than a Fed Pivot to Cure Woes

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

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

By Tim Murray

Tim Murray Capital Markets Analyst

November 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2022 / INVESTMENT INSIGHTS

Global High Yield-Managing Through Volatile Markets

Global High Yield-Managing Through Volatile...

Fundamental research is imperative as macro headwinds rise.

By Michael Della Vedova & Stephen Marsh

November 2022 / INVESTMENT INSIGHTS

Divided Government Likely to Usher in Legislative Gridlock

Divided Government Likely to Usher in Legislative...

Investors should focus on fundamentals, not political changes.

By Michael Pinkerton, Blerina Uruçi & Eric Veiel

October 2022 / INVESTMENT INSIGHTS

Click Here – Has the Boom in Digital Advertising Peaked?

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

Four key factors set to shape the outlook for digital advertising

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

October 2022 / INVESTMENT INSIGHTS

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities...

The US equity landscape is changing as key characteristics retreat from extremes

By Josh Nelson

Josh Nelson Head of US Equity

October 2022 / INVESTMENT INSIGHTS

The Case for a Strategic Allocation to High Yield Bonds

The Case for a Strategic Allocation to High...

Hybrid characteristics provide attractive risk/reward profile

By Kevin Loome & Ashley Wiersma

October 2022 / MARKETS & ECONOMY

The Storm in Financial Markets Is Not Over Yet

The Storm in Financial Markets Is Not Over...

Inflationary pressures may be receding, however.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2022 / INVESTMENT INSIGHTS

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological...

A wave of innovation underlies the success of mRNA vaccines

By Ziad Bakri

Ziad Bakri Portfolio Manager

October 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2022 / INVESTMENT INSIGHTS

In Volatile Times, Value’s Defensive Qualities Can Shine

In Volatile Times, Value’s Defensive Qualities...

Diversification and defensive attributes can prove attractive

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

October 2022 / VIDEO

Midterm Election Preview: What Investors Need to Know

Midterm Election Preview: What Investors...

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

By Michael Pinkerton

Michael Pinkerton Associate Analyst

October 2022 / ASSET ALLOCATION VIEWPOINT

Outlook May Favour High Yield Bonds Over Equities

Outlook May Favour High Yield Bonds Over...

High yield bonds could offer a yield advantage relative to equities

By Tim Murray

Tim Murray Capital Markets Analyst

October 2022 / INVESTMENT INSIGHTS

Navigating the EU’s Sustainable Finance Revolution

What Europe’s new sustainability rules mean for investors

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

October 2022 / INVESTMENT INSIGHTS

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

Will Signs of Peak Inflation Bring About...

Headwinds diminishing and valuations now more attractive

By Laurence Taylor

Laurence Taylor Portfolio Specialist

October 2022 / INVESTMENT INSIGHTS

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

Previous Quarter (Q3 2022) Hide

November 2022 / INVESTMENT INSIGHTS

High Yield Bonds Appear Well Positioned for a Recession

High Yield Bonds Appear Well Positioned for...

The sector is in better health than prior to previous downturns

By Michael Della Vedova & Stephen Marsh

October 2022 / VIDEO

Latin America’s Swing to the Left

This conversation with Credit Analyst Aaron Gifford delves into the distinct characteristi...

By Aaron Gifford & Benjamin Robins

October 2022 / VIDEO

A Brief History of Emerging Markets Debt

Mike Conelius draws on a career spanning 25 years to trace the evolution of the emerging...

By Michael Conelius & Benjamin Robins

October 2022 / VIDEO

Sustainable Investing in Developing Countries

In this interview with portfolio manager Samy Muaddi, we discuss sustainable investing...

By Samy Muaddi & Benjamin Robins

October 2022 / INVESTMENT INSIGHTS

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

September 2022 / INVESTMENT INSIGHTS

Complexity Brings Opportunity—Key Dynamics Shaping European Equities

Complexity Brings Opportunity—Key Dynamics...

Tobias Mueller sheds light on Europe on his three-year milestone

By Tobias Mueller

Tobias Mueller Portfolio Manager

September 2022 / INVESTMENT INSIGHTS

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

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

September 2022 / VIDEO

Semiconductor Subsidies Signal Shift in U.S. Industrial Policy

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

Focus on shoring up key supply chains likely has legs

By Michael Pinkerton

Michael Pinkerton Associate Analyst

September 2022 / WEBINAR

Webinar replay: Selectivity and a Steady Hand Amid Uncertainty

Webinar replay: Selectivity and a Steady...

Watch our U.S. Large-Cap Core Growth Equity Strategy webinar replay

September 2022 / INVESTMENT INSIGHTS

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure

By Ernest Yeung

Ernest Yeung Portfolio Manager

September 2022 / INVESTMENT INSIGHTS

Contrarian Investing During a Sell-Off: An Update

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

High inflation and rising rates complicate the analysis

By Megumi Chen, Sebastien Page & Som Priestley

September 2022 / ASSET ALLOCATION VIEWPOINT

Fed’s Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

September 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: September Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2022 / INVESTMENT INSIGHTS

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

Alpha potential is still available for those who adapt to the new paradigm

By Justin Thomson

Justin Thomson Head of International Equity

September 2022 / INVESTMENT INSIGHTS

2022 Aggregate Proxy Voting Summary

A closer look at key trends in T. Rowe Price’s proxy voting activity over the past...

By Donna Anderson & Jocelyn Brown

September 2022 / INVESTMENT INSIGHTS

High Inflation and Rising Rates? Think Smaller Companies

High Inflation and Rising Rates? Think Smaller...

Why U.S. smaller companies may prove more resilient than many expect

By Curt Organt

Curt Organt Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

China: Embracing Uncertainty

And Identifying Good Opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet...

A decade of insights, and reasons why I am optimistic about the next 10 years

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

August 2022 / INVESTMENT INSIGHTS

The Bond Bear Market Appears Over — For Now

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

By Ken Orchard

Ken Orchard Portfolio Manager, Fixed Income Division

August 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: August Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2022 / INVESTMENT INSIGHTS

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

This dynamic part of the global equity market remains significantly neglected

By Johannes Loefstrand

Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy

August 2022 / INVESTMENT INSIGHTS

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities

By Scott Berg

Scott Berg Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results

By Arif Husain

Arif Husain Head of International Fixed Income

August 2022 / INVESTMENT INSIGHTS

Attractive Income Bolsters High Yield Bonds

Recent downturn may also offer price appreciation opportunities

By Kevin Loome & Ashley Wiersma

July 2022 / MARKETS & ECONOMY

Economic Headwinds Are Proving Stronger Than Expected

Economic Headwinds Are Proving Stronger Than Expec...

The challenges facing the global economy will not abate soon

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2022 / INVESTMENT INSIGHTS

Reports of the Death of EM Debt Are Exaggerated

Spreads are attractive compared with other asset classes

By Samy Muaddi & Benjamin Robins

July 2022 / VIDEO

The Case for Dynamic Global Bond

Watch as Portfolio Specialist Amanda Stitt discusses why investors should consider...

By Amanda Stitt

Amanda Stitt Portfolio Specialist, Fixed Income

July 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: July Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2022 / INVESTMENT INSIGHTS

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

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

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

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / INVESTMENT INSIGHTS

China Evolution Equity: Unique Exposure to the China Opportunity Set

China Evolution Equity: Unique Exposure to...

The Chinese economy is rich, deep and wide-ranging

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / ASSET ALLOCATION VIEWPOINT

Tech Stock Valuations Have Become Reasonable

Despite the recent rout, tech stocks are still not cheap

By Tim Murray

Tim Murray Capital Markets Analyst

July 2022 / INVESTMENT INSIGHTS

Q&A: How Investors are Driving Positive Change on Diversity, Equity and...

Q&A: How Investors are Driving Positive Change...

By Helen Ford & Jocelyn Brown

July 2022 / INVESTMENT INSIGHTS

Emerging Markets Face a Highly Varied Growth Outlook

Emerging Markets Face a Highly Varied Growth...

Inflation and monetary policies are not affecting regions equally

By Chris Kushlis

Chris Kushlis Credit Analyst

July 2022 / INVESTMENT INSIGHTS

Why There’s More To China Than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / INVESTMENT INSIGHTS

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

By Arif Husain

Arif Husain Head of International Fixed Income

July 2022 / INVESTMENT INSIGHTS

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy...

Looking for “multiple ways to win” in the broad energy space

By Gabe Solomon

Gabe Solomon Portfolio Manager

July 2022 / BLOG

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds

By Michael Pinkerton

Michael Pinkerton Associate Analyst

Q2 2022 Show

June 2022 / INVESTMENT INSIGHTS

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios...

Generating positive returns in tougher conditions requires new thinking

By Multiple Authors

June 2022 / INVESTMENT INSIGHTS

Evaluating ESG Bonds—What’s Behind the Label?

Greenwashing risks underpin importance of assessing an ESG bond’s credentials

By Matt Lawton

Matt Lawton Portfolio Manager

June 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: June Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2022 / INVESTMENT INSIGHTS

The Old Continent Is Now the New World

How an ESG revolution is transforming European investment opportunities

By Tobias Mueller

Tobias Mueller Portfolio Manager

June 2022 / MARKET OUTLOOK

Transitioning to a New Paradigm

Adjusting to an uncertain future

By Arif Husain, Sebastien Page & Justin Thomson

June 2022 / MARKET OUTLOOK

Managing Through Geopolitical Risks

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

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Navigating Challenging Currents

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

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Fundamentals Matter

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

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Flexible Fixed Income

Bonds struggled to diversify against equity risk in the first half of the year, so...

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / VIDEO

2022 Midyear Market Outlook summary

The pandemic has left economic scars, fueling inflationary pressures not seen in...

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

June 2022 / MARKET OUTLOOK

Are the Clouds Set to Clear for Chinese Equities?

Embracing uncertainty and inefficiencies to focus on future drivers of growth

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2022 / WEBINAR

Webinar: 2022 Midyear Market Outlook

Are we transitioning to a new investing paradigm?

By Arif Husain, Sebastien Page & Justin Thomson

June 2022 / MARKET OUTLOOK

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

Analyzing the Case for Asia Credit Bonds

An attractive combination of risk and return

By Sheldon Chan

Sheldon Chan Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

ESG Integration in Action—Circular Economies

How a circular model could support economic and population growth

By Maria Elena Drew & Donna Anderson

June 2022 / INVESTMENT INSIGHTS

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape

By Gabe Solomon

Gabe Solomon Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate...

How the T. Rowe Price Funds SICAV–Dynamic Global Bond Fund¹ may help during this...

By Arif Husain

Arif Husain Head of International Fixed Income

June 2022 / INVESTMENT INSIGHTS

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

We focus on firms that we believe have years of strong growth potential ahead

By Alan Tu

Alan Tu Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one

By Justin Thomson

Justin Thomson Head of International Equity

June 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift

By Chris Kushlis

Chris Kushlis Credit Analyst

June 2022 / VIDEO

What Lies Ahead for Emerging Markets?

Emerging markets face a mixed outlook: While Asia’s prospects look favourable, other...

By Chris Kushlis

Chris Kushlis Credit Analyst

May 2022 / VIDEO

Global Value Equity Strategy – Introduction

Introduction and differentiators of the Global Value Equity Strategy

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

May 2022 / MULTI-ASSET STRATEGY

Volatility Spikes May Not Be Good Sell Signals

Better for investors to stay calm in times of market turbulence

By Nathan Wang & Thomas Poullaouec

May 2022 / INVESTMENT INSIGHTS

Keeping a Steady Hand in Uncertain Times

Volatility has not shaken our focus on long-term fundamentals

By Paul Greene

Paul Greene Portfolio Manager

May 2022 / INVESTMENT INSIGHTS

The Road to Net Zero

How the world is moving forward on emissions reduction

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

May 2022 / VIDEO

What a Rough Quarter for Bonds Means for Asset Allocators

What a Rough Quarter for Bonds Means for...

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

By Sebastien Page & Tim Murray

May 2022 / INVESTMENT INSIGHTS

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

May 2022 / MARKETS & ECONOMY

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

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

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

May 2022 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

Investors should focus on trends in the duration and diversity of a large-cap biopharma...

By Jeffrey Holford

Jeffrey Holford Vice President

May 2022 / VIDEO

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges...

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

By Blerina Uruçi

Blerina Uruçi US Economist

May 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: May Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2022 / INVESTMENT INSIGHTS

Five Factors Why 2022 Bond Rout May Reverse

Global fixed income investors have not endured a rout like this since official data...

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

May 2022 / MARKETS & ECONOMY

Emerging Economies and Their Race to Net Zero

Emerging Economies and Their Race to Net...

Curbing carbon pollution has become a global imperative. What’s in it for emerging...

By Michael Ganske

Michael Ganske Portfolio Specialist

May 2022 / SEARCH FOR YIELD

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

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

Selective currency hedging may boost yields and add stability

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

April 2022 / INVESTMENT INSIGHTS

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson Head of International Equity

April 2022 / INVESTMENT INSIGHTS

A Closer Look at Inflation and the “Value Rally”

A Closer Look at Inflation and the “Value...

Discovering new ideas that deliver value

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2022 / MULTI-ASSET STRATEGY

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however

By Multiple Authors

April 2022 / SEARCH FOR YIELD

Balancing Yield With Portfolio Stability

Understanding an asset’s growth and defensive qualities is key

By Michael Walsh

Michael Walsh Solutions Strategist

April 2022 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2022 / MULTI-ASSET OUTLOOK

2022 Capital Market Assumptions: a five-year perspective

2022 Capital Market Assumptions: a five-year...

Heading into 2022, valuations for most asset classes appear full - particularly equity...

By T. Rowe Price

T. Rowe Price

April 2022 / ASSET ALLOCATION VIEWPOINT

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Tim Murray

Tim Murray Capital Markets Analyst

April 2022 / INVESTMENT INSIGHTS

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

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

By Kevin Loome & Ashley Wiersma

April 2022 / ASSET ALLOCATION VIEWPOINT

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be...

Recession in U.S. appears unlikely amid reopening economy

By Sebastien Page & Cesare Buiatti

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent

By Ken Orchard

Ken Orchard Portfolio Manager

Q1 2022 Show

April 2022 / SEARCH FOR YIELD

Investing Globally May Boost Yields as Rates Rise

Investing Globally May Boost Yields as Rates...

Home bias could mean key opportunities are missed

By Michael Walsh

Michael Walsh Solutions Strategist

April 2022 / MARKETS & ECONOMY

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to...

Few have the scope to loosen policy if economic conditions worsen

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2022 / INVESTMENT INSIGHTS

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

March 2022 / STRATEGY SPOTLIGHT

T. Rowe Price Strategy Focus on Global Impact Credit

T. Rowe Price Strategy Focus on Global Impact...

Strategy Summary

By Matt Lawton

Matt Lawton Portfolio Manager

March 2022 / MARKETS & ECONOMY

Making Sense of the Sell-Off, Then Rally in Chinese ADRs

Making Sense of the Sell-Off, Then Rally...

Concerns about delistings on U.S. exchanges appear to be overblown

By T. Rowe Price

T. Rowe Price

March 2022 / VIDEO

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market...

Russia’s invasion of Ukraine has heightened market risk following an already volatile...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2022 / INVESTMENT INSIGHTS

A Determined Federal Reserve Prepares for Tightening Cycle

We anticipate continued Treasury yield curve flattening

By Stephen Bartolini & Steven Boothe

March 2022 / INVESTMENT INSIGHTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

The latest developments add to Russia’s negative economic outlook.

By Benjamin Robins

Benjamin Robins Portfolio Specialist

March 2022 / MARKETS & ECONOMY

The Fed Embarks on a Hiking Campaign to Counter Inflation

The Fed Embarks on a Hiking Campaign to Counter...

High commodity prices, geopolitical risks complicate the Fed’s path

By Blerina Uruçi

Blerina Uruçi US Economist

March 2022 / INVESTMENT INSIGHTS

Long-Dated Credit Can Boost Returns in a Tightening Environment

Long-Dated Credit Can Boost Returns in a...

Shorter-dated bonds are typically hit harder by rising inflation and low growth.

By Ken Orchard & Onur Uncu

March 2022 / INVESTMENT INSIGHTS

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / 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 2022 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolutions—2021

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

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

By Donna Anderson & Jocelyn Brown

March 2022 / ASSET ALLOCATION VIEWPOINT

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Tim Murray

Tim Murray Capital Markets Analyst

March 2022 / WEBINAR

Webinar Summary: Russia-Ukraine Crisis – Investment Implications

Webinar Summary: Russia-Ukraine Crisis –...

Summary of webinar in response to events unfolding in Ukraine

By Multiple Authors

March 2022 / INVESTMENT INSIGHTS

Key Developments to Watch in the Russia-Ukraine Crisis

Key Developments to Watch in the Russia-Ukraine...

The impact of sanctions and rising commodity prices are in focus

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

March 2022 / INVESTMENT INSIGHTS

Implications of the Removal of Russia From MSCI Indices

Implications of the Removal of Russia From...

Russian shares to be removed from MSCI indices due to market accessibility issues

By T. Rowe Price

T. Rowe Price

March 2022 / VIDEO

Russia-Ukraine Crisis – Investment Implications

Webinar Replay with Arif Husain, Head of International Fixed Income and CIO

By Multiple Authors

March 2022 / INVESTMENT INSIGHTS

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in...

Central banks face a more difficult task tackling inflation.

By Andrew McCormick

Andrew McCormick Head of Fixed Income and CIO

February 2022 / INVESTMENT INSIGHTS

What’s Behind the Market Volatility, and What We’re Watching Next

What’s Behind the Market Volatility, and...

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

By Sebastien Page, Justin Thomson & Mark Vaselkiv

February 2022 / VIDEO

The Case for China and Investing in Chinese Securities

The Case for China and Investing in Chinese...

Rob Sharps' Macro Outlook discussing opportunities in China.

By Robert W. Sharps

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

February 2022 / MARKETS & ECONOMY

There Will Be Turbulence

Why this Fed hiking cycle looks different

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2022 / INVESTMENT INSIGHTS

Restored Supply Chains Should Propel a Eurozone Recovery

Restored Supply Chains Should Propel a Eurozone...

Higher yields and a stronger euro are likely

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price Chief European Economist

February 2022 / INVESTMENT INSIGHTS

Rethinking Fixed Income Allocations

Sourcing strategies with varying risk and return drivers is key

By Saurabh Sud, Lowell Yura & Gregor Dannacher

February 2022 / WEBINAR

Webinar Replay: Fixed Income 2022: Nowhere to Hide?

Webinar Replay: Fixed Income 2022: Nowhere...

Why fixed income needs a fresh approach

By Arif Husain

Arif Husain Head of International Fixed Income

11 February 2022 / 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 2022 / INVESTMENT INSIGHTS

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

February 2022 / GLOBAL FIXED INCOME

Why Fixed Income Investors Should Think Differently in 2022

Why Fixed Income Investors Should Think Differentl...

Higher rates and more volatility demand a flexible approach.

By Arif Husain

Arif Husain Head of International Fixed Income

February 2022 / INVESTMENT INSIGHTS

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matt Lawton

Matt Lawton Portfolio Manager

February 2022 / INVESTMENT INSIGHTS

Why Impact Investing Needs Public Debt Markets

Their size and diversified nature can foster long-term change

By Matt Lawton

Matt Lawton Portfolio Manager

February 2022 / FIXED INCOME

Predicting Tomorrow’s Megatrends

The rise of global bond investing

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

January 2022 / BLOG

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

January 2022 / 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 2022 / WEBINAR

Innovation and Capital Markets Considerations

China’s investment landscape is constantly evolving and relatively inefficient

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

January 2022 / WEBINAR

Regulations and The Road to a More Developed Economy

Regulations and The Road to a More Developed...

Recent headlines out of China have captured the attention and fear of many investors

By Wenli Zheng & Chris Kushlis

January 2022 / FIXED INCOME

EM Currencies Can Boost Bond Portfolios Amid Rising Inflation

EM Currencies Can Boost Bond Portfolios Amid...

Currencies of commodity-exporting countries are particularly attractive.

By Ken Orchard & Onur Uncu

Q4 2021 Show

December 2021 / VIDEO

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China,...

We think the market’s consensus on stagflation, supply chain shortages, and China...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

December 2021 / INVESTMENT INSIGHTS

Investment ideas for European investors for the year ahead

Investment ideas for European investors for...

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios...

By Yoram Lustig & Michael Walsh

December 2021 / INVESTMENT INSIGHTS

China Evolution Equity: Unique Exposure to the China Opportunity Set

China Evolution Equity: Unique Exposure to...

The Chinese economy is rich, deep and wide-ranging

By Irmak Surenkok & Robert Secker

December 2021 / INVESTMENT INSIGHTS

Above-Trend U.S. Growth Could See Smaller Companies Shine

Above-Trend U.S. Growth Could See Smaller...

U.S. smaller companies and a strong domestic recovery are closely aligned

By Curt Organt

Curt Organt Portfolio Manager

December 2021 / INVESTMENT INSIGHTS

A Digital U.S. Dollar Will Strengthen the Currency’s Global Dominance

A Digital U.S. Dollar Will Strengthen the...

A Fed-backed CBDC will dwarf those of other countries

By Tomasz Wieladek & Aadish Kumar

December 2021 / MARKET OUTLOOK

Global Asset Allocation: December podcast

Discover the latest global market themes

By Michael Walsh

Michael Walsh Solutions Strategist

December 2021 / VIDEO

Key Takeaways from GMO 2022

Global Market Outlook Summary Video

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2021 / MARKETS & ECONOMY

The Great Inflation Debate

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity

December 2021 / WEBINAR

2022 Global Market Outlook Webinar

Hear directly from our investment leaders as they discuss four top investment themes...

By Multiple Authors

December 2021 / 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 2021 / FIXED INCOME

Credit Investing Roadmap for 2022

Navigating the credit cycle and the road ahead

By Justin Gerbereux

Justin Gerbereux Global Head of Credit Research

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Looking for Growth in Challenging Markets

By Sebastien Page, Justin Thomson & Mark Vaselkiv

December 2021 / GLOBAL MARKET OUTLOOK

China Market Outlook 2022

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / GLOBAL MARKET OUTLOOK

Asia ex‑Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Portfolio Manager

December 2021 / VIDEO

Global Equities: Thoughts from a Value Investor

Where are the value opportunities today and how will the environment evolve in 2022?

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

December 2021 / INVESTMENT INSIGHTS

Weighing up China's Green Credentials amid Policy Shift

Weighing up China's Green Credentials amid...

China’s rapid pace of industrialisation and economic growth has been extraordinary...

By Irmak Surenkok & Robert Secker

December 2021 / FIXED INCOME

'Shoulda, woulda, coulda'

Looking back on 33 years in fixed income at T. Rowe Price, what would I do differently?

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

December 2021 / VIDEO

COP26 - Outcomes, Agreements and Investment Implications

COP26 - Outcomes, Agreements and Investment...

With the COP26 Conference in Glasgow now concluded, we look at the key outcomes and...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

December 2021 / GLOBAL MARKET OUTLOOK

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2021 / FIXED INCOME

Serbia and the mystery of the 747s

Adventures in sovereign research

By Samy Muaddi

Samy Muaddi Portfolio Manager

December 2021 / GLOBAL EQUITIES

Higher Oil Prices Unlikely to Prove Sustainable

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

November 2021 / FIXED INCOME

Three Great Careers

Fixed income veterans at T. Rowe Price look back after 30 years in the business

By T. Rowe Price

T. Rowe Price

November 2021 / FIXED INCOME

Believe in the People

Fixed income veterans at T. Rowe Price look back after 30 years in the business

By T. Rowe Price

T. Rowe Price

November 2021 / MARKET OUTLOOK

Global Asset Allocation: November podcast

Discover the latest global market themes

By Michael Walsh

Michael Walsh Solutions Strategist

November 2021 / INVESTMENT INSIGHTS

U.S. Infrastructure Bill Could Strengthen Secular Trends

U.S. Infrastructure Bill Could Strengthen...

Investors should remain selective and focus on fundamentals.

By Katie Deal

Katie Deal Investment Analyst

November 2021 / INVESTMENT INSIGHTS

A Disciplined Investment Approach in Pursuit of Compounding

A Disciplined Investment Approach in Pursuit...

Avoid complacency when seeking to buy and hold durable growers

By Paul Greene

Paul Greene Portfolio Manager

November 2021 / MULTI-ASSET STRATEGY

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

November 2021 / MARKET OUTLOOK

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2021 / INVESTMENT INSIGHTS

Change in Political Leadership and the Outlook for Japan

Change in Political Leadership and the Outlook...

Prospects for stocks look bright amid expected policy continuity

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

November 2021 / INVESTMENT INSIGHTS

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

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

China has been one of the fastest recovering economies since the onset of the global...

By Irmak Surenkok & Robert Secker

November 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

November 2021 / OUTLOOK

The Three Dynamics Shaping a Promising Outlook for Europe

The Three Dynamics Shaping a Promising Outlook...

Innovation, sustainability, and the market cycle create distinct opportunities

By Tobias Mueller

Tobias Mueller Portfolio Manager

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

November 2021 / MARKET OUTLOOK

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

November 2021 / INVESTMENT INSIGHTS

The Inside Story: Two EM Consumer Ideas

A look behind the scenes at key ideas in the Emerging Market Corporate Bond portfolio

By Siby Thomas

Siby Thomas Portfolio Manager

November 2021 / MARKETS & ECONOMY

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 / BLOG

Volatility Looms as Support Is Withdrawn

The supportive business cycle will likely provide opportunities, however

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2021 / INVESTMENT INSIGHTS

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets,...

By Yoram Lustig & Michael Walsh

October 2021 / FIXED INCOME

High Valuations Balance Healthy Credit in Global High Yield

High Valuations Balance Healthy Credit in...

Credit analysis can expose value even amid tight credit spreads.

By Michael Connelly

Michael Connelly Portfolio Manager

October 2021 / FIXED INCOME

Exploiting the life cycle of an EM opportunity

A case study: Romania 2011 – 2015

By Peter Botoucharov

Peter Botoucharov Emerging Market Credit Analyst

October 2021 / MARKET OUTLOOK

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2021 / INVESTMENT INSIGHTS

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift...

Higher-quality value stocks set to lead the next stage

By Eric Papesh

Eric Papesh Portfolio Specialist

October 2021 / VIDEO

Inflation, Central Bank Policy, and the Implications for Emerging Markets

Inflation, Central Bank Policy, and the Implicatio...

Find out why emerging market central banks are bucking the trend in terms of monetary...

By Benjamin Robins

Benjamin Robins Portfolio Specialist

October 2021 / BLOG

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

October 2021 / INVESTMENT INSIGHTS

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

October 2021 / INVESTMENT INSIGHTS

Demand Stimulus and Inflationary Pressures Loom for Post-Election Germany

Demand Stimulus and Inflationary Pressures...

The new government will likely prioritize social justice and green policies.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price Chief European Economist

October 2021 / INVESTMENT INSIGHTS

The Inside Story: Two Emerging TMT Ideas

Why we like an African mobile telecom tower operator and Brazil's leading TV programmer....

By Siby Thomas

Siby Thomas Portfolio Manager

September 2021 / INVESTMENT INSIGHTS

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property...

Beijing’s policy actions in the property sector seem to be containing any potential...

By Sheldon Chan & Anna Zhang

Q3 2021 Show

October 2021 / INVESTMENT INSIGHTS

China: Why It Pays To Look For The Overlooked

China is an economy and market that is constantly changing.

By Irmak Surenkok & Robert Secker

September 2021 / INVESTMENT INSIGHTS

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 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 / INVESTMENT INSIGHTS

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain,...

Beijing’s tightening grip bodes well for China Inc.'s health

By Sheldon Chan, Chris Kushlis & Lee Sun

September 2021 / MARKETS & ECONOMY

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